Dolan'S Of Concord/Pinole 401(K) Plan — Form 5500 plan (Dolan'S Of Concord/Pinole)
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, Dolan'S Of Concord/Pinole 401(K) Plan is a benefit plan reported by Dolan'S Of Concord/Pinole under EIN 94-1500201 and plan number 002. The latest loaded filing year is 2023. The filing reports 134 participants and $10,485,965 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dolan'S Of Concord/Pinole
- EIN
- 94-1500201
- Plan number
- 002
- Plan type
- 2
- Location
- Pleasant Hill, CA
- Latest filing year
- 2023
- Participants
- 134
- End-of-year plan assets
- $10,485,965
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 134 | H, C | 20240927155021NAL0004177056001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,485,965
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,485,965
- Net assets (BOY)
- $8,667,555
Income & contributions
- Employer contributions
- $179,341
- Participant contributions
- $594,462
- Total contributions
- $773,803
- Total income / additions
- $2,256,803
Expenses & distributions
- Benefits paid
- $396,818
- Administrative expenses
- $36,149
- Total expenses
- $438,393
- Net increase / (decrease)
- $1,818,410
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $36,148 | $0 | 2023 |
| Baybridge Capital Group, LLC | INVESTMENT ADVISORY | $0 | $18,287 | 2023 |