2023 Form 5500 filing — Dp&F 401k 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 20240906131344NAL0001879680001) for Dp&F 401k Plan, reported by Dickenson Peatman & Fogarty A Professional Corp. under EIN 94-2780183 and plan number 001. It reports 53 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240906131344NAL0001879680001
Filing year
2023
Form type
2
Plan sponsor
Dickenson Peatman & Fogarty A Professional Corp.
EIN
94-2780183
Plan number
001
Location
Napa, CA
Participants
53
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$11,368,930
Total liabilities (EOY)
$0
Net assets (EOY)
$11,368,930
Employer contributions
$286,838
Participant contributions
$617,516
Total income / additions
$2,425,558
Benefits paid
$536,539
Administrative expenses
$29,361
Total expenses
$565,900
Net increase / (decrease)
$1,859,658
Schedule source
Schedule I

Related Form 5500 pages