Deangelis Diamond Construction, LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Deangelis Diamond Construction, 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, Deangelis Diamond Construction, LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Deangelis Diamond Construction, LLC under EIN 65-0634426 and plan number 001. The latest loaded filing year is 2023. The filing reports 282 participants and $18,867,101 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Deangelis Diamond Construction, LLC
- EIN
- 65-0634426
- Plan number
- 001
- Plan type
- 2
- Location
- Naples, FL
- Latest filing year
- 2023
- Participants
- 282
- End-of-year plan assets
- $18,867,101
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 282 | H, C | 20240905094229NAL0020877025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,867,101
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,867,101
- Net assets (BOY)
- $13,176,809
Income & contributions
- Employer contributions
- $2,218,203
- Participant contributions
- $1,875,144
- Total contributions
- $4,525,286
- Total income / additions
- $7,394,231
Expenses & distributions
- Benefits paid
- $1,627,794
- Administrative expenses
- $76,145
- Total expenses
- $1,703,939
- Net increase / (decrease)
- $5,690,292
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co | RECORDKEEPER | $40,821 | $0 | 2023 |
| Raymond James | INVESTMENT ADVISOR | $19,600 | not reported in the loaded dataset | 2023 |
| Empower Advisory Grp LLC | INVEST MGMT | $12,235 | not reported in the loaded dataset | 2023 |
| Florida Retirement Cons | CONTRACT ADMIN | $4,002 | $0 | 2023 |
| Ubs Financial Svcs | INVESTMENT ADVISORY | $1,692 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Deangelis Diamond Construction, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Naples, FL
- Empower Annuity Ins Co — Schedule C compensation
- Raymond James — Schedule C compensation
- Empower Advisory Grp LLC — Schedule C compensation
- Florida Retirement Cons — Schedule C compensation
- Ubs Financial Svcs — Schedule C compensation