Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Goodell, Devries, Leech & Dann LLP 401(k) for Equity Partners & Staff Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Goodell, Devries, Leech & Dann LLP · Maryland · Professional & Technical Services

What the 2023 filing shows

Goodell, Devries, Leech & Dann LLP 401(k) for Equity Partners & Staff Plan holds $16M for 79 participants — about $204,378 per participant, down 17.0% over the 2022 plan year.

$16M
total plan assets (2022 EOY)
79
covered participants
$204,378
avg assets per participant
-17.0%
assets change YoY

The plan reported a net loss of $3M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$16M
Participants
79
State
Industry
Professional & Technical Services

What the Filing Says About Goodell, Devries, Leech & Dann LLP 401(k) for Equity Partners & Staff Plan

Goodell, Devries, Leech & Dann LLP 401(k) for Equity Partners & Staff Plan is a Profit Sharing retirement plan sponsored by Goodell, Devries, Leech & Dann LLP, headquartered in Maryland. As of the 2022 Form 5500 filing, the plan reports $16M in total end-of-year assets and covers 79 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 521571248, and the plan has been effective since 2011-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $19M at the beginning of 2022 to $16M at year-end — a decline of 17.0%. Net assets (after liabilities) closed the year at $16M, with reported net income of $-3,299,228 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$19M
Total Assets (End of Year)$16M
Net Assets (End of Year)$16M
Net Income$-3,299,228
Plan TypeProfit Sharing
Employer EIN521571248
Plan Effective Date2011-03-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the Goodell, Devries, Leech & Dann LLP 401(k) for Equity Partners & Staff Plan?
As of the 2022 Form 5500 filing, Goodell, Devries, Leech & Dann LLP 401(k) for Equity Partners & Staff Plan holds $16M in total assets with 79 participants. It is sponsored by Goodell, Devries, Leech & Dann LLP.
What type of plan is Goodell, Devries, Leech & Dann LLP 401(k) for Equity Partners & Staff Plan?
Goodell, Devries, Leech & Dann LLP 401(k) for Equity Partners & Staff Plan is a Profit Sharing plan. It has been effective since 2011-03-01. The plan is filed with the U.S. Department of Labor under EIN 521571248.
Who sponsors the Goodell, Devries, Leech & Dann LLP 401(k) for Equity Partners & Staff Plan?
Goodell, Devries, Leech & Dann LLP 401(k) for Equity Partners & Staff Plan is sponsored by Goodell, Devries, Leech & Dann LLP, located in Maryland. The sponsor's EIN is 521571248 and the plan operates in the Professional & Technical Services industry.
How did Goodell, Devries, Leech & Dann LLP 401(k) for Equity Partners & Staff Plan perform in 2022?
Goodell, Devries, Leech & Dann LLP 401(k) for Equity Partners & Staff Plan declined by 17.0% during 2022, moving from $19M to $16M in total assets. Net income was $-3,299,228.
Where can I find official filings for Goodell, Devries, Leech & Dann LLP 401(k) for Equity Partners & Staff Plan?
Official Form 5500 filings for Goodell, Devries, Leech & Dann LLP 401(k) for Equity Partners & Staff Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 521571248 or plan name at efast.dol.gov.
How does Goodell, Devries, Leech & Dann LLP 401(k) for Equity Partners & Staff Plan compare to other plans?
You can compare Goodell, Devries, Leech & Dann LLP 401(k) for Equity Partners & Staff Plan against other Profit Sharing plans on the plan type page, or view plans in Maryland on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 521571248.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.