2023 Form 5500 filing — David&Goliath Employees 401k/Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240702191754NAL0005610593002) for David&Goliath Employees 401k/Profit Sharing Plan, reported by David&Goliath, LLC under EIN 13-4088671 and plan number 001. It reports 313 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$26.8MReported net assets$26,782,425

Participants313

Provider compensation$128K2 Schedule C row(s)$127,954

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240702191754NAL0005610593002
Plan sponsor: David&Goliath, LLC
EIN: 13-4088671
Plan number: 001
Location: El Segundo, CA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$26.8M total assets

Net assets$26.8MLiabilities—

Money in vs. money out

Total income / additions$7.1M

Total expenses$3M

Benefits paid / distributions$2.9M

Contributions

Employer$750.7K

Participant$1.9M

Full reported line items

Total assets (EOY): $26,782,425
Net assets (EOY): $26,782,425
Employer contributions: $750,727
Participant contributions: $1,871,677
Total income / additions: $7,055,600
Benefits paid: $2,918,694
Administrative expenses: $127,954
Total expenses: $3,046,648
Net increase / (decrease): $4,008,952

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Merrill Lynch$65.6K
INVESTMENT ADVISORY- PLAN · Direct $65.6K
2
Transamerica Financial Life Ins Co$62.4K
RECORDKEEPER · Direct $62.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240702191754NAL0005610593002 cover?: It is the 2023 Form 5500 filing for David&Goliath Employees 401k/Profit Sharing Plan, reported by David&Goliath, LLC (EIN 13-4088671).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).