D'Annunzio 401(K) Plan — Form 5500 plan (D'Annunzio Group, Inc.)

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, D'Annunzio 401(K) Plan is a benefit plan reported by D'Annunzio Group, Inc. under EIN 22-2850163 and plan number 002. The latest loaded filing year is 2023. The filing reports 60 participants and $20,301,341 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
D'Annunzio Group, Inc.
EIN
22-2850163
Plan number
002
Plan type
2
Location
South Plainfield, NJ
Latest filing year
2023
Participants
60
End-of-year plan assets
$20,301,341

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202360I, C20241007103453NAL0025935872001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$20,301,341
Net assets (EOY)
$20,301,341
Net assets (BOY)
$18,719,524

Income & contributions

Employer contributions
$776,599
Participant contributions
$611,430
Total income / additions
$3,896,046

Expenses & distributions

Benefits paid
$2,272,546
Administrative expenses
$41,683
Total expenses
$2,314,229
Net increase / (decrease)
$1,581,817

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services IncOTHER$35,681not reported in the loaded dataset2023
Empower Annunity InsuranceRECORDKEEPER$6,000$02023

Related Form 5500 pages