Who sponsors the Duane Morris Employee Incentive Savings 401(K) Plan?

Duane Morris Employee Incentive Savings 401(K) Plan is reported as sponsored by Duane Morris Llp (EIN 23-1392502, plan number 003) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Duane Morris Employee Incentive Savings 401(K) Plan?

The latest Form 5500 filing year loaded for Duane Morris Employee Incentive Savings 401(K) Plan is 2023.

How many participants does Duane Morris Employee Incentive Savings 401(K) Plan report?

Duane Morris Employee Incentive Savings 401(K) Plan reports 1,687 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Duane Morris Employee Incentive Savings 401(K) Plan?

Duane Morris Employee Incentive Savings 401(K) Plan reports $377,509,697 in end-of-year plan assets in its latest loaded Form 5500 filing.

Duane Morris Employee Incentive Savings 401(K) Plan — Form 5500 plan (Duane Morris 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, Duane Morris Employee Incentive Savings 401(K) Plan is a benefit plan reported by Duane Morris Llp under EIN 23-1392502 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,687 participants and $377,509,697 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$377.5MPlan net assets, end of year$377,509,697

Participants1.7KCovered participants reported1,687

Assets / participant$223.8KComputed: assets ÷ participants$223,776 (computed)

Provider compensation$33.4K2 Schedule C provider row(s)$33,423

Plan sponsor: Duane Morris Llp
EIN: 23-1392502
Plan number: 003
Plan type: 3
Location: Philadelphia, PA
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	1,687	H, C	20241015184319NAL0029407585001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$377.5M total assets

Net assets$377.5MLiabilities—

Money in vs. money out

Total income / additions$74.2M

Total expenses$29.2M

Benefits paid / distributions$29.2M

Contributions

Employer$1.9M

Participant$14.7M

Full reported line items

Net assets

Total assets (EOY): $377,509,697
Net assets (EOY): $377,509,697
Net assets (BOY): $331,163,505

Income & contributions

Employer contributions: $1,863,333
Participant contributions: $14,675,066
Total contributions: $21,542,844
Total income / additions: $74,164,116

Expenses & distributions

Benefits paid: $29,168,040
Administrative expenses: $34,730
Total expenses: $29,233,364
Net increase / (decrease): $44,930,752

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

89%

Employer 11%Participant 89%

Total expenses ÷ net assets8%Computed ratio

Benefits paid ÷ total income39%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Schwab Retirement Plan Services,Inc	NONE	$33,423	not reported in the loaded dataset	2023
Charles Schwab & Co., Inc.	NONE	$0	$0	2023