Desimone Consulting Engineering 401(K) Plan — Form 5500 plan (Desimone Consulting Engineering, D.P.C.)
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, Desimone Consulting Engineering 401(K) Plan is a benefit plan reported by Desimone Consulting Engineering, D.P.C. under EIN 85-3062324 and plan number 001. The latest loaded filing year is 2023. The filing reports 464 participants and $43,967,048 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$43.9MPlan net assets, end of year$43,931,184
Participants464Covered participants reported
Assets / participant$94.8KComputed: assets ÷ participants$94,757 (computed)
Provider compensation$106.1K3 Schedule C provider row(s)$106,102
- Plan sponsor
- Desimone Consulting Engineering, D.P.C.
- EIN
- 85-3062324
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 464 | H, C | 20241011161806NAL0011165395001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$44M total assets
Net assets$43.9MLiabilities$35.9K
Full reported line items
Net assets
- Total assets (EOY)
- $43,967,048
- Total liabilities (EOY)
- $35,864
- Net assets (EOY)
- $43,931,184
- Net assets (BOY)
- $36,221,337
Income & contributions
- Employer contributions
- $1,003,840
- Participant contributions
- $3,006,575
- Total contributions
- $4,140,544
- Total income / additions
- $10,908,166
Expenses & distributions
- Benefits paid
- $3,092,218
- Administrative expenses
- $106,101
- Total expenses
- $3,198,319
- Net increase / (decrease)
- $7,709,847
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
25%75%
Employer 25%Participant 75%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fiduciary Plan Partners | ADVISOR | $56,858 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $33,931 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $15,313 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Desimone Consulting Engineering, D.P.C.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Fiduciary Plan Partners — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation