2023 Form 5500 filing — Dokken Engineering Employee Stock Ownership 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 20241015151742NAL0028904081001) for Dokken Engineering Employee Stock Ownership Plan, reported by Dokken Engineering under EIN 68-0099664 and plan number 003. It reports 116 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$17.2MReported net assets$17,213,771
Participants116
Provider compensation$33.2K3 Schedule C row(s)$33,171
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015151742NAL0028904081001
- Plan sponsor
- Dokken Engineering
- EIN
- 68-0099664
- Plan number
- 003
- Location
- Folsom, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$17.2M total assets
Net assets$17.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $17,213,771
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,213,771
- Employer contributions
- $2,200,000
- Total income / additions
- $2,794,541
- Benefits paid
- $407,141
- Administrative expenses
- $32,721
- Total expenses
- $439,862
- Net increase / (decrease)
- $2,354,679
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sanli Pastore & Hill | VALUATION SERVICES | $18,840 | not reported in the loaded dataset |
| Hightower Advisors, LLC | INV ADV, PARTICIPANTS | $10,021 | not reported in the loaded dataset |
| Principal Financial Group | PLAN ADMINISTRATOR | $4,310 | not reported in the loaded dataset |