The Deer Management Co. LLC Profit Sharing Plan — Form 5500 plan (Deer Management Co. LLC)
Plain-English plan 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, The Deer Management Co. LLC Profit Sharing Plan is a benefit plan reported by Deer Management Co. LLC under EIN 06-1636283 and plan number 002. The latest loaded filing year is 2023. The filing reports 191 participants and $65,891,915 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Deer Management Co. LLC
- EIN
- 06-1636283
- Plan number
- 002
- Plan type
- 2
- Location
- Larchmont, NY
- Latest filing year
- 2023
- Participants
- 191
- End-of-year plan assets
- $65,891,915
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 191 | H, C | 20241009141923NAL0019418993001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $65,891,915
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,891,915
- Net assets (BOY)
- $47,505,157
Income & contributions
- Employer contributions
- $2,372,967
- Participant contributions
- $1,929,402
- Total contributions
- $4,366,509
- Total income / additions
- $20,320,577
Expenses & distributions
- Benefits paid
- $1,933,794
- Administrative expenses
- $25
- Total expenses
- $1,933,819
- Net increase / (decrease)
- $18,386,758
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $256 | not reported in the loaded dataset | 2023 |