Dlb Associates 401(K) Savings And Investment Plan — Form 5500 plan (Dlb Associates Consulting Engineers, Pc)

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, Dlb Associates 401(K) Savings And Investment Plan is a benefit plan reported by Dlb Associates Consulting Engineers, Pc under EIN 22-3253849 and plan number 001. The latest loaded filing year is 2023. The filing reports 275 participants and $51,035,645 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$51MPlan net assets, end of year$51,035,645
Participants275Covered participants reported
Assets / participant$185.6KComputed: assets ÷ participants$185,584 (computed)
Provider compensation$126.6K3 Schedule C provider row(s)$126,587
Plan sponsor
Dlb Associates Consulting Engineers, Pc
EIN
22-3253849
Plan number
001
Plan type
2
Location
Neptune, NJ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023275H, C20251113091235NAL0001407121001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

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

Net assets

Total assets (EOY)
$51,035,645
Total liabilities (EOY)
$0
Net assets (EOY)
$51,035,645
Net assets (BOY)
$40,386,865

Income & contributions

Employer contributions
$893,520
Participant contributions
$2,682,603
Total contributions
$5,553,790
Total income / additions
$14,137,048

Expenses & distributions

Benefits paid
$3,399,018
Administrative expenses
$89,250
Total expenses
$3,488,268
Net increase / (decrease)
$10,648,780
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 25%Participant 75%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$89,243$02023
Newport Capital GroupINVESTMENT ADVISORY$0$28,5942023
Ubs Financial Services IncINVESTMENT ADVISORY$0$8,7502023

Related Form 5500 pages