Jeff D'Ambrosio Dodge 401(K) Plan — Form 5500 plan (D'Ambrosio'S Dodge, 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, Jeff D'Ambrosio Dodge 401(K) Plan is a benefit plan reported by D'Ambrosio'S Dodge, Inc. under EIN 23-2366984 and plan number 002. The latest loaded filing year is 2023. The filing reports 399 participants and $2,763,878 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
D'Ambrosio'S Dodge, Inc.
EIN
23-2366984
Plan number
002
Plan type
2
Location
Downingtown, PA
Latest filing year
2023
Participants
399
End-of-year plan assets
$2,763,878

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023399H, C20241014154034NAL0027744177001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,763,878
Total liabilities (EOY)
$0
Net assets (EOY)
$2,763,878
Net assets (BOY)
$2,253,670

Income & contributions

Employer contributions
$43,532
Participant contributions
$403,317
Total contributions
$507,128
Total income / additions
$924,050

Expenses & distributions

Benefits paid
$385,302
Administrative expenses
$28,540
Total expenses
$413,842
Net increase / (decrease)
$510,208

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Sec. Corp LLCRECORD KEEPER$15,893$02023

Related Form 5500 pages