Tony Demaria Electric, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Tony Demaria Electric, 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, Tony Demaria Electric, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Tony Demaria Electric, Inc. under EIN 33-0661151 and plan number 001. The latest loaded filing year is 2023. The filing reports 44 participants and $10,184,750 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.2MPlan net assets, end of year$10,184,750
Participants44Covered participants reported
Assets / participant$231.5KComputed: assets ÷ participants$231,472 (computed)
Provider compensationNone reported
Plan sponsor
Tony Demaria Electric, Inc.
EIN
33-0661151
Plan number
001
Plan type
2
Location
Wilmington, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202344I20240719234616NAL0016054546001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$10.2M total assets
Net assets$10.2MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$208K
Benefits paid / distributions$149.7K
Contributions
Employer$114.5K
Participant$611.5K
Full reported line items

Net assets

Total assets (EOY)
$10,184,750
Total liabilities (EOY)
$0
Net assets (EOY)
$10,184,750
Net assets (BOY)
$8,198,836

Income & contributions

Employer contributions
$114,538
Participant contributions
$611,531
Total income / additions
$2,193,897

Expenses & distributions

Benefits paid
$149,682
Administrative expenses
$1,598
Total expenses
$207,983
Net increase / (decrease)
$1,985,914
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 16%Participant 84%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income7%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages