Dp&F 401k Plan — Form 5500 plan (Dickenson Peatman & Fogarty A Professional Corp.)
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, Dp&F 401k Plan is a benefit plan reported by Dickenson Peatman & Fogarty A Professional Corp. under EIN 94-2780183 and plan number 001. The latest loaded filing year is 2023. The filing reports 53 participants and $11,368,930 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dickenson Peatman & Fogarty A Professional Corp.
- EIN
- 94-2780183
- Plan number
- 001
- Plan type
- 2
- Location
- Napa, CA
- Latest filing year
- 2023
- Participants
- 53
- End-of-year plan assets
- $11,368,930
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 53 | I | 20240906131344NAL0001879680001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $11,368,930
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,368,930
- Net assets (BOY)
- $9,509,272
Income & contributions
- Employer contributions
- $286,838
- Participant contributions
- $617,516
- Total income / additions
- $2,425,558
Expenses & distributions
- Benefits paid
- $536,539
- Administrative expenses
- $29,361
- Total expenses
- $565,900
- Net increase / (decrease)
- $1,859,658
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.