Dattco, Inc. 401(K) Plan — Form 5500 plan (Dattco, Inc.)

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, Dattco, Inc. 401(K) Plan is a benefit plan reported by Dattco, Inc. under EIN 06-0813381 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,928 participants and $24,608,832 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dattco, Inc.
EIN
06-0813381
Plan number
002
Plan type
2
Location
New Britain, CT
Latest filing year
2023
Participants
1,928
End-of-year plan assets
$24,608,832

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,928H, C20241015160504NAL0030278433001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,608,832
Net assets (EOY)
$24,608,832
Net assets (BOY)
$22,866,366

Income & contributions

Employer contributions
$551,512
Participant contributions
$2,881,976
Total contributions
$3,781,386
Total income / additions
$7,509,601

Expenses & distributions

Benefits paid
$5,624,465
Administrative expenses
$138,872
Total expenses
$5,767,135
Net increase / (decrease)
$1,742,466

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORD KEEPERnot reported in the loaded datasetnot reported in the loaded dataset2023
Lpl Financial LLCINVESTMENT ADVISORnot reported in the loaded datasetnot reported in the loaded dataset2023

Related Form 5500 pages