2023 Form 5500 filing — Duane Morris Associates' 401(K) 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 20241015175421NAL0029313393001) for Duane Morris Associates' 401(K) Plan, reported by Duane Morris Llp under EIN 23-1392502 and plan number 004. It reports 759 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)$75.2MReported net assets$75,213,077
Participants759
Provider compensation$15.8K2 Schedule C row(s)$15,753
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015175421NAL0029313393001
- Plan sponsor
- Duane Morris Llp
- EIN
- 23-1392502
- Plan number
- 004
- Location
- Philadelphia, PA
- Received date
- not reported in the loaded dataset
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)$75.2M total assets
Net assets$75.2MLiabilities—
Full reported line items
- Total assets (EOY)
- $75,213,077
- Net assets (EOY)
- $75,213,077
- Employer contributions
- $659,249
- Participant contributions
- $5,652,081
- Total income / additions
- $18,190,109
- Benefits paid
- $8,314,555
- Administrative expenses
- $15,753
- Total expenses
- $8,331,464
- Net increase / (decrease)
- $9,858,645
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $15,753 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |