Degol Organization Lp 401k Profit Sharing Plan — Form 5500 plan (The Degol Organization Lp)
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, Degol Organization Lp 401k Profit Sharing Plan is a benefit plan reported by The Degol Organization Lp under EIN 25-1683532 and plan number 001. The latest loaded filing year is 2023. The filing reports 311 participants and $20,238,638 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Degol Organization Lp
- EIN
- 25-1683532
- Plan number
- 001
- Plan type
- 3
- Location
- Altoona, PA
- Latest filing year
- 2023
- Participants
- 311
- End-of-year plan assets
- $20,238,638
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 311 | H, C | 20241008085236NAL0008200083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,238,638
- Total liabilities (EOY)
- $10,582
- Net assets (EOY)
- $20,228,056
- Net assets (BOY)
- $18,574,601
Income & contributions
- Employer contributions
- $506,636
- Participant contributions
- $813,096
- Total contributions
- $1,337,169
- Total income / additions
- $4,068,457
Expenses & distributions
- Benefits paid
- $2,309,022
- Administrative expenses
- $101,532
- Total expenses
- $2,415,002
- Net increase / (decrease)
- $1,653,455
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilmington Trust Natl Association | N/A | $44,663 | not reported in the loaded dataset | 2023 |
| Nationwide | N/A | $35,302 | $0 | 2023 |
| Smith Elliott Kearns & Company LLC | N/A | $15,433 | not reported in the loaded dataset | 2023 |
| Peterson Accounting Group Pc | N/A | $6,134 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Degol Organization Lp
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Altoona, PA
- Wilmington Trust Natl Association — Schedule C compensation
- Nationwide — Schedule C compensation
- Smith Elliott Kearns & Company LLC — Schedule C compensation
- Peterson Accounting Group Pc — Schedule C compensation