2023 Form 5500 filing — Davis+Gilbert Llp Profit Sharing 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 20241009145519NAL0037413042001) for Davis+Gilbert Llp Profit Sharing Retirement Plan, reported by Davis+Gilbert Llp under EIN 13-1504385 and plan number 001. It reports 171 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009145519NAL0037413042001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Davis+Gilbert Llp
- EIN
- 13-1504385
- Plan number
- 001
- Location
- New York, NY
- Participants
- 171
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $131,529,875
- Net assets (EOY)
- $131,529,875
- Employer contributions
- $3,053,345
- Participant contributions
- $1,835,563
- Total income / additions
- $25,546,790
- Benefits paid
- $3,405,686
- Administrative expenses
- $200,790
- Total expenses
- $3,606,476
- Net increase / (decrease)
- $21,940,314
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $49,702 | not reported in the loaded dataset |
| Wealthspire Advisors LLC | NONE | $48,967 | not reported in the loaded dataset |
| City National Rochdale LLC | NONE | $29,699 | not reported in the loaded dataset |
| City National Rochdale LLC | NONE | $19,896 | not reported in the loaded dataset |
| Hightower Advisors LLC | NONE | $17,751 | not reported in the loaded dataset |
| Abacus Wealth Partners LLC | NONE | $14,368 | not reported in the loaded dataset |
| Hightower Altium Holding LLC | NONE | $9,425 | not reported in the loaded dataset |
| Mjb Asset Management LLC | NONE | $9,073 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $3,337 | $0 |