Deviney Construction Company, Inc. Retirement Plan And Trust — Form 5500 plan (Deviney Construction Company, 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, Deviney Construction Company, Inc. Retirement Plan And Trust is a benefit plan reported by Deviney Construction Company, Inc. under EIN 64-0758906 and plan number 002. The latest loaded filing year is 2023. The filing reports 414 participants and $12,855,718 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Deviney Construction Company, Inc.
EIN
64-0758906
Plan number
002
Plan type
2
Location
Raymond, MS
Latest filing year
2023
Participants
414
End-of-year plan assets
$12,855,718

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023414H, C20241015120444NAL0047761072001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,855,718
Total liabilities (EOY)
$0
Net assets (EOY)
$12,855,718
Net assets (BOY)
$11,367,081

Income & contributions

Employer contributions
$160,000
Participant contributions
$556,928
Total contributions
$863,349
Total income / additions
$2,302,822

Expenses & distributions

Benefits paid
$732,303
Administrative expenses
$81,882
Total expenses
$814,185
Net increase / (decrease)
$1,488,637

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Heritage Pension Advisors, LLCTPA$52,910not reported in the loaded dataset2023
Bankplus Wealth ManagementADVISOR$28,972not reported in the loaded dataset2023

Related Form 5500 pages