2023 Form 5500 filing — Desimone Consulting Engineering 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 20241011161806NAL0011165395001) for Desimone Consulting Engineering 401(K) Plan, reported by Desimone Consulting Engineering, D.P.C. under EIN 85-3062324 and plan number 001. It reports 464 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)$43.9MReported net assets$43,931,184
Participants464
Provider compensation$106.1K3 Schedule C row(s)$106,102
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011161806NAL0011165395001
- Plan sponsor
- Desimone Consulting Engineering, D.P.C.
- EIN
- 85-3062324
- Plan number
- 001
- Location
- New York, NY
- 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)$44M total assets
Net assets$43.9MLiabilities$35.9K
Full reported line items
- Total assets (EOY)
- $43,967,048
- Total liabilities (EOY)
- $35,864
- Net assets (EOY)
- $43,931,184
- Employer contributions
- $1,003,840
- Participant contributions
- $3,006,575
- Total income / additions
- $10,908,166
- Benefits paid
- $3,092,218
- Administrative expenses
- $106,101
- Total expenses
- $3,198,319
- Net increase / (decrease)
- $7,709,847
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiduciary Plan Partners | ADVISOR | $56,858 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $33,931 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $15,313 | not reported in the loaded dataset |