Duane Morris Associates' 401(K) 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 Associates' 401(K) Plan is a benefit plan reported by Duane Morris Llp under EIN 23-1392502 and plan number 004. The latest loaded filing year is 2023. The filing reports 759 participants and $75,213,077 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$75.2MPlan net assets, end of year$75,213,077
Participants759Covered participants reported
Assets / participant$99.1KComputed: assets ÷ participants$99,095 (computed)
Provider compensation$15.8K2 Schedule C provider row(s)$15,753
- Plan sponsor
- Duane Morris Llp
- EIN
- 23-1392502
- Plan number
- 004
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 759 | H, C | 20241015175421NAL0029313393001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$75.2M total assets
Net assets$75.2MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $75,213,077
- Net assets (EOY)
- $75,213,077
- Net assets (BOY)
- $66,769,872
Income & contributions
- Employer contributions
- $659,249
- Participant contributions
- $5,652,081
- Total contributions
- $7,008,422
- Total income / additions
- $18,190,109
Expenses & distributions
- Benefits paid
- $8,314,555
- Administrative expenses
- $15,753
- Total expenses
- $8,331,464
- Net increase / (decrease)
- $9,858,645
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
90%
Employer 10%Participant 90%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income46%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $15,753 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |