2023 Form 5500 filing — Dynatect Manufacturing, Inc. Retirement & Employee Savings 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 20240905080503NAL0020793537001) for Dynatect Manufacturing, Inc. Retirement & Employee Savings Plan, reported by Dynatect Manufacturing, Inc. under EIN 20-8635723 and plan number 001. It reports 553 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240905080503NAL0020793537001
Filing year
2023
Form type
2
Plan sponsor
Dynatect Manufacturing, Inc.
EIN
20-8635723
Plan number
001
Location
New Berlin, WI
Participants
553
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$41,406,540
Total liabilities (EOY)
$0
Net assets (EOY)
$41,406,540
Employer contributions
$563,046
Participant contributions
$2,133,878
Total income / additions
$8,843,238
Benefits paid
$3,515,750
Administrative expenses
$85,355
Total expenses
$3,610,688
Net increase / (decrease)
$5,232,550
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$38,190$0
Mercer Investment ManagementINVESTMENT ADVISOR$35,000not reported in the loaded dataset
Strategic Advisors, Inc.ADVISOR$12,165not reported in the loaded dataset

Related Form 5500 pages