D. L. George & Sons 401(K) Plan — Form 5500 plan (D. L. George & Sons Construction Company)
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. L. George & Sons 401(K) Plan is a benefit plan reported by D. L. George & Sons Construction Company under EIN 25-1373199 and plan number 002. The latest loaded filing year is 2023. The filing reports 316 participants and $7,613,474 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- D. L. George & Sons Construction Company
- EIN
- 25-1373199
- Plan number
- 002
- Plan type
- 2
- Location
- Waynesboro, PA
- Latest filing year
- 2023
- Participants
- 316
- End-of-year plan assets
- $7,613,474
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 316 | H, C | 20240712143111NAL0017771057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,613,474
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,613,474
- Net assets (BOY)
- $6,698,369
Income & contributions
- Employer contributions
- $408,363
- Participant contributions
- $544,660
- Total contributions
- $1,220,766
- Total income / additions
- $2,270,157
Expenses & distributions
- Benefits paid
- $1,316,780
- Administrative expenses
- $38,272
- Total expenses
- $1,355,052
- Net increase / (decrease)
- $915,105
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alerus Financial | RECORD KEEPER | $23,314 | not reported in the loaded dataset | 2023 |
| Cbiz Retirement Plan Services | INVESTMENT ADVISOR | $14,958 | not reported in the loaded dataset | 2023 |