Deshazo 401(K) Plan — Form 5500 plan (Deshazo, 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, Deshazo 401(K) Plan is a benefit plan reported by Deshazo, LLC under EIN 63-1169999 and plan number 001. The latest loaded filing year is 2023. The filing reports 609 participants and $23,706,396 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Deshazo, LLC
EIN
63-1169999
Plan number
001
Plan type
2
Location
Bessemer, AL
Latest filing year
2023
Participants
609
End-of-year plan assets
$23,706,396

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023609H, C20240919115433NAL0012597554001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,706,396
Total liabilities (EOY)
$0
Net assets (EOY)
$23,706,396
Net assets (BOY)
$18,696,415

Income & contributions

Employer contributions
$723,108
Participant contributions
$2,802,243
Total contributions
$3,834,649
Total income / additions
$6,974,465

Expenses & distributions

Benefits paid
$1,896,966
Administrative expenses
$67,518
Total expenses
$1,964,484
Net increase / (decrease)
$5,009,981

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$48,030$02023
Synovus SecuritiesADVISOR$19,488not reported in the loaded dataset2023

Related Form 5500 pages