Defibtech, LLC 401 (K) Profit Sharing Plan — Form 5500 plan (Defibtech, LLC)

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, Defibtech, LLC 401 (K) Profit Sharing Plan is a benefit plan reported by Defibtech, LLC under EIN 22-3677021 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $12,581,295 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Defibtech, LLC
EIN
22-3677021
Plan number
001
Plan type
2
Location
Guilford, CT
Latest filing year
2023
Participants
175
End-of-year plan assets
$12,581,295

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023175H, C20241007090416NAL0007436339002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,581,295
Net assets (EOY)
$12,581,295
Net assets (BOY)
$9,168,828

Income & contributions

Employer contributions
$380,721
Participant contributions
$1,311,719
Total contributions
$2,335,966
Total income / additions
$4,070,273

Expenses & distributions

Benefits paid
$607,617
Administrative expenses
$50,189
Total expenses
$657,806
Net increase / (decrease)
$3,412,467

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Global Banking OperaINVESTMENT ADVISORY-PLAN$28,525not reported in the loaded dataset2023
Transamerica Retirement SolutionsRECORDKEEPER$21,664$02023

Related Form 5500 pages