Dyersville Die Cast 401(K) Plan And Trust — Form 5500 plan (Joseph L. Ertl, 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, Dyersville Die Cast 401(K) Plan And Trust is a benefit plan reported by Joseph L. Ertl, Inc. under EIN 42-0953910 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $8,961,819 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Joseph L. Ertl, Inc.
EIN
42-0953910
Plan number
001
Plan type
3
Location
Dyersville, IA
Latest filing year
2023
Participants
200
End-of-year plan assets
$8,961,819

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023200H, C20241014073926NAL0026772241001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,961,819
Total liabilities (EOY)
$0
Net assets (EOY)
$8,961,819
Net assets (BOY)
$8,515,648

Income & contributions

Employer contributions
$186,866
Participant contributions
$410,670
Total contributions
$597,536
Total income / additions
$1,879,666

Expenses & distributions

Benefits paid
$1,386,282
Administrative expenses
$47,213
Total expenses
$1,433,495
Net increase / (decrease)
$446,171

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Avantax Retirement Plan ServicesN/A$47,213not reported in the loaded dataset2023

Related Form 5500 pages