Doka Usa, Ltd. 401(K) Plan — Form 5500 plan (Doka Usa, Ltd.)

Plain-English plan 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, Doka Usa, Ltd. 401(K) Plan is a benefit plan reported by Doka Usa, Ltd. under EIN 22-1866944 and plan number 001. The latest loaded filing year is 2023. The filing reports 544 participants and $34,133,206 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Doka Usa, Ltd.
EIN
22-1866944
Plan number
001
Plan type
2
Location
Kenilworth, NJ
Latest filing year
2023
Participants
544
End-of-year plan assets
$34,133,206

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023544H, C20241015122707NAL0029624513001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,133,206
Total liabilities (EOY)
$0
Net assets (EOY)
$34,133,206
Net assets (BOY)
$27,349,064

Income & contributions

Employer contributions
$1,466,601
Participant contributions
$2,783,835
Total contributions
$4,690,844
Total income / additions
$9,618,789

Expenses & distributions

Benefits paid
$2,765,633
Administrative expenses
$58,067
Total expenses
$2,834,647
Net increase / (decrease)
$6,784,142

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners, LLCINVESTMENT/FINANCIAL ADVI$59,835$02023
Adp, Inc.RECORD KEEPER$14,595$02023
Hd VestINVESTMENT/FINANCIAL ADVI$13,552$02023

Related Form 5500 pages