2023 Form 5500 filing — D. L. George & Sons 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240712143111NAL0017771057001) for D. L. George & Sons 401(K) Plan, reported by D. L. George & Sons Construction Company under EIN 25-1373199 and plan number 002. It reports 316 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240712143111NAL0017771057001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- D. L. George & Sons Construction Company
- EIN
- 25-1373199
- Plan number
- 002
- Location
- Waynesboro, PA
- Participants
- 316
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,613,474
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,613,474
- Employer contributions
- $408,363
- Participant contributions
- $544,660
- Total income / additions
- $2,270,157
- Benefits paid
- $1,316,780
- Administrative expenses
- $38,272
- Total expenses
- $1,355,052
- Net increase / (decrease)
- $915,105
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Financial | RECORD KEEPER | $23,314 | not reported in the loaded dataset |
| Cbiz Retirement Plan Services | INVESTMENT ADVISOR | $14,958 | not reported in the loaded dataset |