2023 Form 5500 filing — Dci Engineers 401(K) Retirement Plan & Trust
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 20240927125241NAL0001070835001) for Dci Engineers 401(K) Retirement Plan & Trust, reported by D'Amato Conversano, Inc., P.C. under EIN 91-1403544 and plan number 001. It reports 438 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927125241NAL0001070835001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- D'Amato Conversano, Inc., P.C.
- EIN
- 91-1403544
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 438
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,767,534
- Total liabilities (EOY)
- $63,280
- Net assets (EOY)
- $40,704,254
- Employer contributions
- $300,000
- Participant contributions
- $3,375,267
- Total income / additions
- $9,872,923
- Benefits paid
- $2,159,629
- Administrative expenses
- $66,332
- Total expenses
- $2,225,961
- Net increase / (decrease)
- $7,646,962
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Advisors | NONE | $45,000 | $0 |
| Usi Consulting Group | NONE | $18,078 | $0 |
| Charles Schwab Trust Bank | NONE | $3,254 | $5,113 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |