2023 Form 5500 filing — Downs Rachlin Martin Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241004112039NAL0006641747001) for Downs Rachlin Martin Retirement Plan, reported by Downs Rachlin Martin Pllc under EIN 03-0253168 and plan number 001. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004112039NAL0006641747001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Downs Rachlin Martin Pllc
- EIN
- 03-0253168
- Plan number
- 001
- Location
- St. Johnsbury, VT
- Participants
- 190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $109,807,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $109,807,360
- Employer contributions
- $2,255,863
- Participant contributions
- $1,577,153
- Total income / additions
- $21,329,005
- Benefits paid
- $5,762,979
- Administrative expenses
- $168,173
- Total expenses
- $5,931,152
- Net increase / (decrease)
- $15,397,853
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | ADVISOR | $114,422 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $31,991 | $0 |
| Caron & Bletzer, Pllc | ACCOUNTANT/AUDITOR | $11,300 | not reported in the loaded dataset |
| Rpw Solutions LLC | CONSULTANT | $10,460 | not reported in the loaded dataset |