Dunham & Jones Attorneys At Law 401(K) Plan — Form 5500 plan (Dunham & Jones Attorneys At Law, Pc)

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, Dunham & Jones Attorneys At Law 401(K) Plan is a benefit plan reported by Dunham & Jones Attorneys At Law, Pc under EIN 74-2863594 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $5,965,079 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dunham & Jones Attorneys At Law, Pc
EIN
74-2863594
Plan number
001
Plan type
2
Location
Austin, TX
Latest filing year
2023
Participants
276
End-of-year plan assets
$5,965,079

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023276H, C20240829113318NAL0007579411001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,965,079
Total liabilities (EOY)
$0
Net assets (EOY)
$5,965,079
Net assets (BOY)
$4,541,746

Income & contributions

Employer contributions
$205,799
Participant contributions
$676,003
Total contributions
$897,927
Total income / additions
$1,672,932

Expenses & distributions

Benefits paid
$203,092
Administrative expenses
$46,507
Total expenses
$249,599
Net increase / (decrease)
$1,423,333

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Atlasmark Financial, IncINVESTMENT ADVISOR$15,225not reported in the loaded dataset2023
Employee Incentive Plans, IncTPA, RECORDKEEPER$13,195not reported in the loaded dataset2023

Related Form 5500 pages