Budget Dumpster 401(K) Plan — Form 5500 plan (Budget Dumpster)
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, Budget Dumpster 401(K) Plan is a benefit plan reported by Budget Dumpster under EIN 27-0471717 and plan number 001. The latest loaded filing year is 2023. The filing reports 366 participants and $10,005,957 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Budget Dumpster
- EIN
- 27-0471717
- Plan number
- 001
- Plan type
- 2
- Location
- Westlake, OH
- Latest filing year
- 2023
- Participants
- 366
- End-of-year plan assets
- $10,005,957
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 366 | H, C | 20240924160810NAL0004812451001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,005,957
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,005,957
- Net assets (BOY)
- $6,863,792
Income & contributions
- Employer contributions
- $735,382
- Participant contributions
- $1,373,979
- Total contributions
- $2,447,559
- Total income / additions
- $3,708,808
Expenses & distributions
- Benefits paid
- $543,041
- Administrative expenses
- $23,602
- Total expenses
- $566,643
- Net increase / (decrease)
- $3,142,165
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co. | RECORDKEEPER | $26,931 | $0 | 2023 |
| Trinity Pension Consultants, Inc. | TPA | $3,420 | not reported in the loaded dataset | 2023 |