Duane Morris Retirement Plan — Form 5500 plan (Duane Morris Llp)
Plain-English plan 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, Duane Morris Retirement Plan is a benefit plan reported by Duane Morris Llp under EIN 23-1392502 and plan number 002. The latest loaded filing year is 2023. The filing reports 546 participants and $321,029,187 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Duane Morris Llp
- EIN
- 23-1392502
- Plan number
- 002
- Plan type
- 3
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 546
- End-of-year plan assets
- $321,029,187
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 546 | H, C | 20241015184448NAL0030662929003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $321,029,187
- Net assets (EOY)
- $321,029,187
- Net assets (BOY)
- $279,588,283
Income & contributions
- Employer contributions
- $15,112,112
- Total contributions
- $15,747,112
- Total income / additions
- $59,129,996
Expenses & distributions
- Benefits paid
- $17,687,011
- Administrative expenses
- $2,081
- Total expenses
- $17,689,092
- Net increase / (decrease)
- $41,440,904
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |