2023 Form 5500 filing — Downey Brand Llp Employee 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 20241008142845NAL0028934256001) for Downey Brand Llp Employee Retirement Plan, reported by Downey Brand Llp under EIN 94-0438033 and plan number 001. It reports 321 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$89MReported net assets$89,019,976
Participants321
Provider compensation$106.4K2 Schedule C row(s)$106,448
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008142845NAL0028934256001
Plan sponsor
Downey Brand Llp
EIN
94-0438033
Plan number
001
Location
Sacramento, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$89M total assets
Net assets$89MLiabilities$0
Money in vs. money out
Total income / additions$17.9M
Total expenses$4M
Benefits paid / distributions$3.9M
Contributions
Employer$2.4M
Participant$2M
Full reported line items
Total assets (EOY)
$89,019,976
Total liabilities (EOY)
$0
Net assets (EOY)
$89,019,976
Employer contributions
$2,384,993
Participant contributions
$2,045,847
Total income / additions
$17,925,899
Benefits paid
$3,911,218
Administrative expenses
$112,459
Total expenses
$4,023,677
Net increase / (decrease)
$13,902,222
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $69.8K
  2. 2
    RECORDKEEPER · Direct $36.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008142845NAL0028934256001 cover?
It is the 2023 Form 5500 filing for Downey Brand Llp Employee Retirement Plan, reported by Downey Brand Llp (EIN 94-0438033).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages