Ralph G. Degli Obizzi & Sons, Inc. 401(K) Retirement Plan — Form 5500 plan (Ralph G. Degli Obizzi & Sons, 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, Ralph G. Degli Obizzi & Sons, Inc. 401(K) Retirement Plan is a benefit plan reported by Ralph G. Degli Obizzi & Sons, Inc. under EIN 51-0116983 and plan number 001. The latest loaded filing year is 2023. The filing reports 120 participants and $11,329,491 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ralph G. Degli Obizzi & Sons, Inc.
EIN
51-0116983
Plan number
001
Plan type
2
Location
Wilmington, DE
Latest filing year
2023
Participants
120
End-of-year plan assets
$11,329,491

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023120H, C20241015175751NAL0015207123001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,329,491
Total liabilities (EOY)
$0
Net assets (EOY)
$11,329,491
Net assets (BOY)
$14,737,193

Income & contributions

Employer contributions
$338,044
Participant contributions
$450,788
Total contributions
$788,832
Total income / additions
$2,938,396

Expenses & distributions

Benefits paid
$6,230,438
Administrative expenses
$39,920
Total expenses
$6,346,098
Net increase / (decrease)
-$3,407,702

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
EquitableRECORD KEEPER$39,920$15,2052023

Related Form 5500 pages