2023 Form 5500 filing — Ralph G. Degli Obizzi & Sons, Inc. 401(K) Retirement 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 20241015175751NAL0015207123001) for Ralph G. Degli Obizzi & Sons, Inc. 401(K) Retirement Plan, reported by Ralph G. Degli Obizzi & Sons, Inc. under EIN 51-0116983 and plan number 001. It reports 120 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015175751NAL0015207123001
Filing year
2023
Form type
2
Plan sponsor
Ralph G. Degli Obizzi & Sons, Inc.
EIN
51-0116983
Plan number
001
Location
Wilmington, DE
Participants
120
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$11,329,491
Total liabilities (EOY)
$0
Net assets (EOY)
$11,329,491
Employer contributions
$338,044
Participant contributions
$450,788
Total income / additions
$2,938,396
Benefits paid
$6,230,438
Administrative expenses
$39,920
Total expenses
$6,346,098
Net increase / (decrease)
-$3,407,702
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
EquitableRECORD KEEPER$39,920$15,205

Related Form 5500 pages