2023 Form 5500 filing — Dolan'S Of Concord/Pinole 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 20240927155021NAL0004177056001) for Dolan'S Of Concord/Pinole 401(K) Plan, reported by Dolan'S Of Concord/Pinole under EIN 94-1500201 and plan number 002. It reports 134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927155021NAL0004177056001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dolan'S Of Concord/Pinole
- EIN
- 94-1500201
- Plan number
- 002
- Location
- Pleasant Hill, CA
- Participants
- 134
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,485,965
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,485,965
- Employer contributions
- $179,341
- Participant contributions
- $594,462
- Total income / additions
- $2,256,803
- Benefits paid
- $396,818
- Administrative expenses
- $36,149
- Total expenses
- $438,393
- Net increase / (decrease)
- $1,818,410
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $36,148 | $0 |
| Baybridge Capital Group, LLC | INVESTMENT ADVISORY | $0 | $18,287 |