Dokken Engineering 401(K) Profit Sharing Plan — Form 5500 plan (Dokken Engineering)
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, Dokken Engineering 401(K) Profit Sharing Plan is a benefit plan reported by Dokken Engineering under EIN 68-0099664 and plan number 002. The latest loaded filing year is 2023. The filing reports 166 participants and $31,565,936 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dokken Engineering
- EIN
- 68-0099664
- Plan number
- 002
- Plan type
- 2
- Location
- Folsom, CA
- Latest filing year
- 2023
- Participants
- 166
- End-of-year plan assets
- $31,565,936
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 166 | H, C | 20241015131615NAL0029753265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,565,936
- Total liabilities (EOY)
- $118,068
- Net assets (EOY)
- $31,447,868
- Net assets (BOY)
- $25,867,385
Income & contributions
- Employer contributions
- $1,024,555
- Participant contributions
- $1,322,290
- Total contributions
- $2,411,351
- Total income / additions
- $7,538,972
Expenses & distributions
- Benefits paid
- $1,891,523
- Administrative expenses
- $66,966
- Total expenses
- $1,958,489
- Net increase / (decrease)
- $5,580,483
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hightower Securities LLC | INVESTMENT ADVISORY | $40,000 | $0 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $20,678 | $0 | 2023 |
| Nwps | TPA/RECORDKEEPING | $4,818 | $0 | 2023 |