2023 Form 5500 filing — Exponent Partners Employee Stock Ownership 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 20241014155328NAL0027782801001) for Exponent Partners Employee Stock Ownership Plan, reported by Exponent Partners under EIN 20-2515856 and plan number 002. It reports 85 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$950.6KReported net assets$950,598
Participants85
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014155328NAL0027782801001
Plan sponsor
Exponent Partners
EIN
20-2515856
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$950.6K total assets
Net assets$950.6KLiabilities
Money in vs. money out
Total income / additions$13.3K
Total expenses$3.1K
Benefits paid / distributions$3.1K
Full reported line items
Total assets (EOY)
$950,598
Net assets (EOY)
$950,598
Total income / additions
$13,339
Benefits paid
$3,095
Total expenses
$3,095
Net increase / (decrease)
$10,244

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014155328NAL0027782801001 cover?
It is the 2023 Form 5500 filing for Exponent Partners Employee Stock Ownership Plan, reported by Exponent Partners (EIN 20-2515856).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages