Dynatect Manufacturing, Inc. Retirement & Employee Savings Plan — Form 5500 plan (Dynatect Manufacturing, 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, Dynatect Manufacturing, Inc. Retirement & Employee Savings Plan is a benefit plan reported by Dynatect Manufacturing, Inc. under EIN 20-8635723 and plan number 001. The latest loaded filing year is 2023. The filing reports 553 participants and $41,406,540 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dynatect Manufacturing, Inc.
- EIN
- 20-8635723
- Plan number
- 001
- Plan type
- 2
- Location
- New Berlin, WI
- Latest filing year
- 2023
- Participants
- 553
- End-of-year plan assets
- $41,406,540
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 553 | H, C | 20240905080503NAL0020793537001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,406,540
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,406,540
- Net assets (BOY)
- $36,173,990
Income & contributions
- Employer contributions
- $563,046
- Participant contributions
- $2,133,878
- Total contributions
- $2,716,396
- Total income / additions
- $8,843,238
Expenses & distributions
- Benefits paid
- $3,515,750
- Administrative expenses
- $85,355
- Total expenses
- $3,610,688
- Net increase / (decrease)
- $5,232,550
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $38,190 | $0 | 2023 |
| Mercer Investment Management | INVESTMENT ADVISOR | $35,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $12,165 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dynatect Manufacturing, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in New Berlin, WI
- Fidelity Investments Institutional — Schedule C compensation
- Mercer Investment Management — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation