2023 Form 5500 filing — The Deacon 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 20241014122822NAL0013277795001) for The Deacon 401(K) Plan, reported by Deacon Holdings, Inc. under EIN 94-3321764 and plan number 001. It reports 513 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014122822NAL0013277795001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Deacon Holdings, Inc.
- EIN
- 94-3321764
- Plan number
- 001
- Location
- Citrus Heights, CA
- Participants
- 513
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,145,495
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,145,495
- Employer contributions
- $1,381,171
- Participant contributions
- $2,819,782
- Total income / additions
- $12,852,191
- Benefits paid
- $4,856,184
- Administrative expenses
- $87,102
- Total expenses
- $4,943,892
- Net increase / (decrease)
- $7,908,299
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners, LLC | ADVISOR | $60,624 | not reported in the loaded dataset |
| Stancorp Financial Group | NONE | $49,007 | not reported in the loaded dataset |
| Bfba, Llp | AUDITOR | $13,700 | not reported in the loaded dataset |