2023 Form 5500 filing — Duane Morris Retirement 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 20241015184448NAL0030662929003) for Duane Morris Retirement Plan, reported by Duane Morris Llp under EIN 23-1392502 and plan number 002. It reports 546 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$321MReported net assets$321,029,187
Participants546
Provider compensationNone reported1 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015184448NAL0030662929003
- Plan sponsor
- Duane Morris Llp
- EIN
- 23-1392502
- Plan number
- 002
- 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)$321M total assets
Net assets$321MLiabilities—
Full reported line items
- Total assets (EOY)
- $321,029,187
- Net assets (EOY)
- $321,029,187
- Employer contributions
- $15,112,112
- Total income / additions
- $59,129,996
- Benefits paid
- $17,687,011
- Administrative expenses
- $2,081
- Total expenses
- $17,689,092
- Net increase / (decrease)
- $41,440,904
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |