2023 Form 5500 filing — D'Annunzio 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 20241007103453NAL0025935872001) for D'Annunzio 401(K) Plan, reported by D'Annunzio Group, Inc. under EIN 22-2850163 and plan number 002. It reports 60 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007103453NAL0025935872001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- D'Annunzio Group, Inc.
- EIN
- 22-2850163
- Plan number
- 002
- Location
- South Plainfield, NJ
- Participants
- 60
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,301,341
- Net assets (EOY)
- $20,301,341
- Employer contributions
- $776,599
- Participant contributions
- $611,430
- Total income / additions
- $3,896,046
- Benefits paid
- $2,272,546
- Administrative expenses
- $41,683
- Total expenses
- $2,314,229
- Net increase / (decrease)
- $1,581,817
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | OTHER | $35,681 | not reported in the loaded dataset |
| Empower Annunity Insurance | RECORDKEEPER | $6,000 | $0 |