Plan5500

Dalb, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Dalb, 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, Dalb, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Dalb, Inc. under EIN 55-0616156 and plan number 001. The latest loaded filing year is 2023. The filing reports 174 participants and $11,315,306 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dalb, Inc.
EIN
55-0616156
Plan number
001
Plan type
2
Location
Kearneysville, WV
Latest filing year
2023
Participants
174
End-of-year plan assets
$11,315,306

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023174H, C20241010110233NAL0033870016001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,315,306
Total liabilities (EOY)
$0
Net assets (EOY)
$11,315,306
Net assets (BOY)
$9,654,067

Income & contributions

Employer contributions
$149,111
Participant contributions
$500,157
Total contributions
$799,361
Total income / additions
$2,408,802

Expenses & distributions

Benefits paid
$676,217
Administrative expenses
$67,120
Total expenses
$747,563
Net increase / (decrease)
$1,661,239

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nfp Retirement IncADVISOR$33,851not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$22,269$02023
Sek Cpas And AdvisorsACCOUNTANT/AUDITOR$11,000not reported in the loaded dataset2023

Related Form 5500 pages