2023 Form 5500 filing — Deans & Homer 401(K) And Profit Sharing 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 20241011141448NAL0012580659001) for Deans & Homer 401(K) And Profit Sharing Plan, reported by Deans & Homer under EIN 94-1072984 and plan number 002. It reports 141 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)$57.6MReported net assets$57,586,399
Participants141
Provider compensation$35K2 Schedule C row(s)$35,008
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011141448NAL0012580659001
Plan sponsor
Deans & Homer
EIN
94-1072984
Plan number
002
Location
San Francisco, 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)$57.6M total assets
Net assets$57.6MLiabilities$0
Money in vs. money out
Total income / additions$10.9M
Total expenses$2.4M
Benefits paid / distributions$2.4M
Contributions
Employer$566.5K
Participant$1.3M
Full reported line items
Total assets (EOY)
$57,586,399
Total liabilities (EOY)
$0
Net assets (EOY)
$57,586,399
Employer contributions
$566,516
Participant contributions
$1,259,910
Total income / additions
$10,852,876
Benefits paid
$2,383,398
Administrative expenses
$34,448
Total expenses
$2,417,959
Net increase / (decrease)
$8,434,917
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $29K · Indirect $0
  2. 2
    NONE · Direct $6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011141448NAL0012580659001 cover?
It is the 2023 Form 5500 filing for Deans & Homer 401(K) And Profit Sharing Plan, reported by Deans & Homer (EIN 94-1072984).
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