2023 Form 5500 filing — D&K Engineering 401(K) Retirement Savings 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 20241015122934NAL0016387203001) for D&K Engineering 401(K) Retirement Savings Plan, reported by D&K Engineering, Inc. under EIN 33-0907880 and plan number 001. It reports 214 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015122934NAL0016387203001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- D&K Engineering, Inc.
- EIN
- 33-0907880
- Plan number
- 001
- Location
- Rancho Bernardo, CA
- Participants
- 214
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,874
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,874
- Total income / additions
- $474,659
- Benefits paid
- $11,960,923
- Administrative expenses
- $25,722
- Total expenses
- $11,986,645
- Net increase / (decrease)
- -$11,511,986
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Wealth Mgmt Co | INVESTMENT ADVISOR | $14,210 | not reported in the loaded dataset |
| Premier Plan Consultants | CONTRACT ADMIN | $14,048 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $13,316 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,842 | not reported in the loaded dataset |