2023 Form 5500 filing — Esherick Homsey Dodge & Davis 401(K) Savings 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 20240930195711NAL0003495555001) for Esherick Homsey Dodge & Davis 401(K) Savings Plan, reported by Esherick Homsey Dodge And Davis, Architects under EIN 94-1595317 and plan number 002. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930195711NAL0003495555001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Esherick Homsey Dodge And Davis, Architects
- EIN
- 94-1595317
- Plan number
- 002
- Location
- San Francisco, CA
- Participants
- 127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,899,581
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,899,581
- Employer contributions
- $549,101
- Participant contributions
- $919,961
- Total income / additions
- $5,198,566
- Benefits paid
- $2,590,564
- Administrative expenses
- $44,414
- Total expenses
- $2,634,978
- Net increase / (decrease)
- $2,563,588
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $44,413 | $0 |
| Raymond James Fin Svcs Advisors | INVESTMENT ADVISORY | $0 | $16,690 |
| Concurrent Investment Advisors, LLC | INVESTMENT ADVISORY | $0 | $8,310 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |