2023 Form 5500 filing — Robbins Geller Rudman & Dowd Llp 401(K) 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 20241015161455NAL0015057859001) for Robbins Geller Rudman & Dowd Llp 401(K) Profit Sharing Plan, reported by Robbins Geller Rudman & Dowd Llp under EIN 20-0859125 and plan number 001. It reports 573 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161455NAL0015057859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Robbins Geller Rudman & Dowd Llp
- EIN
- 20-0859125
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 573
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $203,951,619
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $203,951,619
- Employer contributions
- $2,785,216
- Participant contributions
- $5,355,889
- Total income / additions
- $41,032,273
- Benefits paid
- $10,295,898
- Administrative expenses
- $144,072
- Total expenses
- $10,439,970
- Net increase / (decrease)
- $30,592,303
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Partners, LLC | NONE | $104,395 | not reported in the loaded dataset |
| Epic Retirement Plan Services | NONE | $15,701 | $0 |
| Merrill Lynch | NONE | $11,449 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $8,217 | not reported in the loaded dataset |
| Faegre Drinker Biddle & Reath Llp | NONE | $1,809 | not reported in the loaded dataset |