Davis+Gilbert Llp Profit Sharing Retirement Plan — Form 5500 plan (Davis+Gilbert Llp)
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, Davis+Gilbert Llp Profit Sharing Retirement Plan is a benefit plan reported by Davis+Gilbert Llp under EIN 13-1504385 and plan number 001. The latest loaded filing year is 2023. The filing reports 171 participants and $131,529,875 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Davis+Gilbert Llp
- EIN
- 13-1504385
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 171
- End-of-year plan assets
- $131,529,875
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 171 | H, C | 20241009145519NAL0037413042001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $131,529,875
- Net assets (EOY)
- $131,529,875
- Net assets (BOY)
- $109,300,246
Income & contributions
- Employer contributions
- $3,053,345
- Participant contributions
- $1,835,563
- Total contributions
- $5,010,271
- Total income / additions
- $25,546,790
Expenses & distributions
- Benefits paid
- $3,405,686
- Administrative expenses
- $200,790
- Total expenses
- $3,606,476
- Net increase / (decrease)
- $21,940,314
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $49,702 | not reported in the loaded dataset | 2023 |
| Wealthspire Advisors LLC | NONE | $48,967 | not reported in the loaded dataset | 2023 |
| City National Rochdale LLC | NONE | $29,699 | not reported in the loaded dataset | 2023 |
| City National Rochdale LLC | NONE | $19,896 | not reported in the loaded dataset | 2023 |
| Hightower Advisors LLC | NONE | $17,751 | not reported in the loaded dataset | 2023 |
| Abacus Wealth Partners LLC | NONE | $14,368 | not reported in the loaded dataset | 2023 |
| Hightower Altium Holding LLC | NONE | $9,425 | not reported in the loaded dataset | 2023 |
| Mjb Asset Management LLC | NONE | $9,073 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $3,337 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Davis+Gilbert Llp
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Wealthspire Advisors LLC — Schedule C compensation
- City National Rochdale LLC — Schedule C compensation
- Hightower Advisors LLC — Schedule C compensation
- Abacus Wealth Partners LLC — Schedule C compensation
- Hightower Altium Holding LLC — Schedule C compensation
- Mjb Asset Management LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation