2023 Form 5500 filing — Dolan'S Of Concord/Pinole 401(K) 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 20240927155021NAL0004177056001) for Dolan'S Of Concord/Pinole 401(K) Plan, reported by Dolan'S Of Concord/Pinole under EIN 94-1500201 and plan number 002. It reports 134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$10.5MReported net assets$10,485,965
Participants134
Provider compensation$54.4K2 Schedule C row(s)$54,435
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240927155021NAL0004177056001
- Plan sponsor
- Dolan'S Of Concord/Pinole
- EIN
- 94-1500201
- Plan number
- 002
- Location
- Pleasant Hill, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$10.5M total assets
Net assets$10.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,485,965
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,485,965
- Employer contributions
- $179,341
- Participant contributions
- $594,462
- Total income / additions
- $2,256,803
- Benefits paid
- $396,818
- Administrative expenses
- $36,149
- Total expenses
- $438,393
- Net increase / (decrease)
- $1,818,410
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $36,148 | $0 |
| Baybridge Capital Group, LLC | INVESTMENT ADVISORY | $0 | $18,287 |