2023 Form 5500 filing — Deangelis Diamond Construction, LLC 401(K) Profit Sharing Plan & Trust
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 20240905094229NAL0020877025001) for Deangelis Diamond Construction, LLC 401(K) Profit Sharing Plan & Trust, reported by Deangelis Diamond Construction, LLC under EIN 65-0634426 and plan number 001. It reports 282 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905094229NAL0020877025001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Deangelis Diamond Construction, LLC
- EIN
- 65-0634426
- Plan number
- 001
- Location
- Naples, FL
- Participants
- 282
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,867,101
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,867,101
- Employer contributions
- $2,218,203
- Participant contributions
- $1,875,144
- Total income / additions
- $7,394,231
- Benefits paid
- $1,627,794
- Administrative expenses
- $76,145
- Total expenses
- $1,703,939
- Net increase / (decrease)
- $5,690,292
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co | RECORDKEEPER | $40,821 | $0 |
| Raymond James | INVESTMENT ADVISOR | $19,600 | not reported in the loaded dataset |
| Empower Advisory Grp LLC | INVEST MGMT | $12,235 | not reported in the loaded dataset |
| Florida Retirement Cons | CONTRACT ADMIN | $4,002 | $0 |
| Ubs Financial Svcs | INVESTMENT ADVISORY | $1,692 | not reported in the loaded dataset |