Dynafire, LLC 401(K) P/S Plan — Form 5500 plan (Dynafire, LLC)
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, Dynafire, LLC 401(K) P/S Plan is a benefit plan reported by Dynafire, LLC under EIN 54-2164832 and plan number 001. The latest loaded filing year is 2023. The filing reports 344 participants and $7,149,587 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dynafire, LLC
- EIN
- 54-2164832
- Plan number
- 001
- Plan type
- 2
- Location
- Casselberry, FL
- Latest filing year
- 2023
- Participants
- 344
- End-of-year plan assets
- $7,149,587
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 344 | H, C | 20241001092145NAL0013564162001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,149,587
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,149,587
- Net assets (BOY)
- $5,017,128
Income & contributions
- Employer contributions
- $560,066
- Participant contributions
- $1,063,962
- Total contributions
- $1,630,073
- Total income / additions
- $2,452,731
Expenses & distributions
- Benefits paid
- $273,211
- Administrative expenses
- $44,199
- Total expenses
- $320,272
- Net increase / (decrease)
- $2,132,459
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $23,619 | $0 | 2023 |
| Bison Wealth LLC | INVESTMENT ADVISOR | $17,780 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,843 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $957 | not reported in the loaded dataset | 2023 |
| Merrill Lynch Pierce Fenner & Smith | OTHER | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dynafire, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Casselberry, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Bison Wealth LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation