J. Derenzo Co. 401(K) Profit Sharing Plan — Form 5500 plan (J. Derenzo Co.)
Plain-English plan 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, J. Derenzo Co. 401(K) Profit Sharing Plan is a benefit plan reported by J. Derenzo Co. under EIN 04-2077274 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $15,180,225 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J. Derenzo Co.
- EIN
- 04-2077274
- Plan number
- 001
- Plan type
- 2
- Location
- Brockton, MA
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $15,180,225
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20241007083656NAL0025772032001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,180,225
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,180,225
- Net assets (BOY)
- $12,834,126
Income & contributions
- Employer contributions
- $329,818
- Participant contributions
- $895,943
- Total contributions
- $1,410,761
- Total income / additions
- $4,128,968
Expenses & distributions
- Benefits paid
- $1,735,059
- Administrative expenses
- $47,810
- Total expenses
- $1,782,869
- Net increase / (decrease)
- $2,346,099
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rockland Trust Co | ADVISOR | $27,306 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $20,504 | $0 | 2023 |