Din Tai Fung Retirement Plan — Form 5500 plan (Dtf Management And Consulting, 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, Din Tai Fung Retirement Plan is a benefit plan reported by Dtf Management And Consulting, LLC under EIN 47-4678058 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,454 participants and $6,548,544 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dtf Management And Consulting, LLC
- EIN
- 47-4678058
- Plan number
- 001
- Plan type
- 2
- Location
- Arcadia, CA
- Latest filing year
- 2023
- Participants
- 3,454
- End-of-year plan assets
- $6,548,544
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,454 | H, C | 20241001145750NAL0011961920001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,548,544
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,548,544
- Net assets (BOY)
- $3,380,261
Income & contributions
- Employer contributions
- $956,326
- Participant contributions
- $1,488,081
- Total contributions
- $2,521,239
- Total income / additions
- $3,445,606
Expenses & distributions
- Benefits paid
- $225,324
- Administrative expenses
- $51,999
- Total expenses
- $277,323
- Net increase / (decrease)
- $3,168,283
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $32,551 | $0 | 2023 |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $11,162 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,286 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dtf Management And Consulting, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Arcadia, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Nfp Retirement Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation