Dan Cristiani Enterprises 401(K) Retirement Savings Plan — Form 5500 plan (Dan Cristiani Excavating Co., 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, Dan Cristiani Enterprises 401(K) Retirement Savings Plan is a benefit plan reported by Dan Cristiani Excavating Co., Inc. under EIN 35-1284281 and plan number 001. The latest loaded filing year is 2023. The filing reports 210 participants and $10,353,587 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dan Cristiani Excavating Co., Inc.
EIN
35-1284281
Plan number
001
Plan type
2
Location
Charlestown, IN
Latest filing year
2023
Participants
210
End-of-year plan assets
$10,353,587

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023210H, C20241004131951NAL0005724755001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,353,587
Total liabilities (EOY)
$0
Net assets (EOY)
$10,353,587
Net assets (BOY)
$8,910,146

Income & contributions

Employer contributions
$437,470
Participant contributions
$990,915
Total contributions
$1,459,443
Total income / additions
$3,017,530

Expenses & distributions

Benefits paid
$1,526,529
Administrative expenses
$46,438
Total expenses
$1,574,089
Net increase / (decrease)
$1,443,441

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Securities America Advisor IncADVISOR$23,624not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$22,814$02023

Related Form 5500 pages