2023 Form 5500 filing — Dlb Associates 401(K) Savings And Investment 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 20251113091235NAL0001407121001) for Dlb Associates 401(K) Savings And Investment Plan, reported by Dlb Associates Consulting Engineers, Pc under EIN 22-3253849 and plan number 001. It reports 275 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)$51MReported net assets$51,035,645
Participants275
Provider compensation$126.6K3 Schedule C row(s)$126,587
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20251113091235NAL0001407121001
Plan sponsor
Dlb Associates Consulting Engineers, Pc
EIN
22-3253849
Plan number
001
Location
Neptune, NJ
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)$51M total assets
Net assets$51MLiabilities$0
Money in vs. money out
Total income / additions$14.1M
Total expenses$3.5M
Benefits paid / distributions$3.4M
Contributions
Employer$893.5K
Participant$2.7M
Full reported line items
Total assets (EOY)
$51,035,645
Total liabilities (EOY)
$0
Net assets (EOY)
$51,035,645
Employer contributions
$893,520
Participant contributions
$2,682,603
Total income / additions
$14,137,048
Benefits paid
$3,399,018
Administrative expenses
$89,250
Total expenses
$3,488,268
Net increase / (decrease)
$10,648,780

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$89,243$0
Newport Capital GroupINVESTMENT ADVISORY$0$28,594
Ubs Financial Services IncINVESTMENT ADVISORY$0$8,750

Related Form 5500 pages