2023 Form 5500 filing — Dion & Sons, Inc. 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 20241014161049NAL0015267699001) for Dion & Sons, Inc. 401(K) Plan, reported by Dion & Sons, Inc. under EIN 95-2378358 and plan number 001. It reports 293 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)$6.9MReported net assets$6,930,390
Participants293
Provider compensation$29K2 Schedule C row(s)$29,045
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014161049NAL0015267699001
Plan sponsor
Dion & Sons, Inc.
EIN
95-2378358
Plan number
001
Location
Long Beach, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$6.9M total assets
Net assets$6.9MLiabilities$0
Money in vs. money out
Total income / additions$2.3M
Total expenses$607.5K
Benefits paid / distributions$579K
Contributions
Employer$325.3K
Participant$967.4K
Full reported line items
Total assets (EOY)
$6,930,390
Total liabilities (EOY)
$0
Net assets (EOY)
$6,930,390
Employer contributions
$325,322
Participant contributions
$967,414
Total income / additions
$2,281,725
Benefits paid
$578,976
Administrative expenses
$28,506
Total expenses
$607,482
Net increase / (decrease)
$1,674,243
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $14.6K · Indirect $539
  2. 2
    NONE · Direct $13.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014161049NAL0015267699001 cover?
It is the 2023 Form 5500 filing for Dion & Sons, Inc. 401(K) Plan, reported by Dion & Sons, Inc. (EIN 95-2378358).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages