2023 Form 5500 filing — Degol Organization Lp 401k Profit Sharing 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 20241008085236NAL0008200083001) for Degol Organization Lp 401k Profit Sharing Plan, reported by The Degol Organization Lp under EIN 25-1683532 and plan number 001. It reports 311 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008085236NAL0008200083001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- The Degol Organization Lp
- EIN
- 25-1683532
- Plan number
- 001
- Location
- Altoona, PA
- Participants
- 311
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,238,638
- Total liabilities (EOY)
- $10,582
- Net assets (EOY)
- $20,228,056
- Employer contributions
- $506,636
- Participant contributions
- $813,096
- Total income / additions
- $4,068,457
- Benefits paid
- $2,309,022
- Administrative expenses
- $101,532
- Total expenses
- $2,415,002
- Net increase / (decrease)
- $1,653,455
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilmington Trust Natl Association | N/A | $44,663 | not reported in the loaded dataset |
| Nationwide | N/A | $35,302 | $0 |
| Smith Elliott Kearns & Company LLC | N/A | $15,433 | not reported in the loaded dataset |
| Peterson Accounting Group Pc | N/A | $6,134 | not reported in the loaded dataset |