D'Addario & Company, Inc. 401(K) Plan — Form 5500 plan (D'Addario & Company, 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, D'Addario & Company, Inc. 401(K) Plan is a benefit plan reported by D'Addario & Company, Inc. under EIN 11-2288999 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,150 participants and $116,506,368 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
D'Addario & Company, Inc.
EIN
11-2288999
Plan number
003
Plan type
2
Location
Farmingdale, NY
Latest filing year
2023
Participants
1,150
End-of-year plan assets
$116,506,368

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,150H, C20241009141443NAL0019412337001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$116,506,368
Total liabilities (EOY)
$0
Net assets (EOY)
$116,506,368
Net assets (BOY)
$99,451,413

Income & contributions

Employer contributions
$5,221,277
Participant contributions
$3,080,371
Total contributions
$8,532,759
Total income / additions
$22,347,933

Expenses & distributions

Benefits paid
$5,262,281
Administrative expenses
$30,697
Total expenses
$5,292,978
Net increase / (decrease)
$17,054,955

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NfpPLAN SPONSOR$50,000not reported in the loaded dataset2023
Withumsmith+Brown, PcACCOUNTANT/AUDITOR$18,720not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$38,023$02023

Related Form 5500 pages