2023 Form 5500 filing — Deviney Construction Company, Inc. Retirement Plan And 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 20241015120444NAL0047761072001) for Deviney Construction Company, Inc. Retirement Plan And Trust, reported by Deviney Construction Company, Inc. under EIN 64-0758906 and plan number 002. It reports 414 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015120444NAL0047761072001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Deviney Construction Company, Inc.
- EIN
- 64-0758906
- Plan number
- 002
- Location
- Raymond, MS
- Participants
- 414
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,855,718
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,855,718
- Employer contributions
- $160,000
- Participant contributions
- $556,928
- Total income / additions
- $2,302,822
- Benefits paid
- $732,303
- Administrative expenses
- $81,882
- Total expenses
- $814,185
- Net increase / (decrease)
- $1,488,637
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Heritage Pension Advisors, LLC | TPA | $52,910 | not reported in the loaded dataset |
| Bankplus Wealth Management | ADVISOR | $28,972 | not reported in the loaded dataset |