2023 Form 5500 filing — Democracy Fund 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 20260123135329NAL0011663682001) for Democracy Fund 401(K) Plan, reported by Democracy Fund, Inc. under EIN 38-3926408 and plan number 001. It reports 93 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.2MReported net assets$11,241,533
Participants93
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20260123135329NAL0011663682001
Plan sponsor
Democracy Fund, Inc.
EIN
38-3926408
Plan number
001
Location
Washington, DC
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)$11.2M total assets
Net assets$11.2MLiabilities$0
Money in vs. money out
Total income / additions$4M
Total expenses$900.6K
Benefits paid / distributions$899.5K
Contributions
Employer$903.5K
Participant$896.3K
Full reported line items
Total assets (EOY)
$11,241,533
Total liabilities (EOY)
$0
Net assets (EOY)
$11,241,533
Employer contributions
$903,479
Participant contributions
$896,277
Total income / additions
$3,962,107
Benefits paid
$899,463
Administrative expenses
$1,100
Total expenses
$900,563
Net increase / (decrease)
$3,061,544

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20260123135329NAL0011663682001 cover?
It is the 2023 Form 5500 filing for Democracy Fund 401(K) Plan, reported by Democracy Fund, Inc. (EIN 38-3926408).
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