2023 Form 5500 filing — Dechert Llp Participant-Directed Retirement Plan No. 2

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 20241011142333NAL0022032513001) for Dechert Llp Participant-Directed Retirement Plan No. 2, reported by Dechert Llp under EIN 23-1425587 and plan number 009. It reports 398 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)$19.6MReported net assets$19,638,584
Participants398
Provider compensation$31.5K1 Schedule C row(s)$31,495
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011142333NAL0022032513001
Plan sponsor
Dechert Llp
EIN
23-1425587
Plan number
009
Location
Philadelphia, PA
Received date
not reported in the loaded dataset
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)$19.6M total assets
Net assets$19.6MLiabilities$0
Money in vs. money out
Total income / additions$4.3M
Total expenses$1.1M
Benefits paid / distributions$1M
Contributions
Employer$1.6M
Participant$0
Full reported line items
Total assets (EOY)
$19,638,584
Total liabilities (EOY)
$0
Net assets (EOY)
$19,638,584
Employer contributions
$1,644,259
Participant contributions
$0
Total income / additions
$4,323,227
Benefits paid
$1,032,106
Administrative expenses
$32,108
Total expenses
$1,064,214
Net increase / (decrease)
$3,259,013

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$31,495$0

Related Form 5500 pages