2023 Form 5500 filing — Dan Cristiani Enterprises 401(K) Retirement 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 20241004131951NAL0005724755001) for Dan Cristiani Enterprises 401(K) Retirement Savings Plan, reported by Dan Cristiani Excavating Co., Inc. under EIN 35-1284281 and plan number 001. It reports 210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004131951NAL0005724755001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dan Cristiani Excavating Co., Inc.
- EIN
- 35-1284281
- Plan number
- 001
- Location
- Charlestown, IN
- Participants
- 210
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,353,587
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,353,587
- Employer contributions
- $437,470
- Participant contributions
- $990,915
- Total income / additions
- $3,017,530
- Benefits paid
- $1,526,529
- Administrative expenses
- $46,438
- Total expenses
- $1,574,089
- Net increase / (decrease)
- $1,443,441
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Securities America Advisor Inc | ADVISOR | $23,624 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $22,814 | $0 |