Desimone Consulting Engineering 401(K) Plan — Form 5500 plan (Desimone Consulting Engineering, D.P.C.)

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, Desimone Consulting Engineering 401(K) Plan is a benefit plan reported by Desimone Consulting Engineering, D.P.C. under EIN 85-3062324 and plan number 001. The latest loaded filing year is 2023. The filing reports 464 participants and $43,967,048 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$43.9MPlan net assets, end of year$43,931,184
Participants464Covered participants reported
Assets / participant$94.8KComputed: assets ÷ participants$94,757 (computed)
Provider compensation$106.1K3 Schedule C provider row(s)$106,102
Plan sponsor
Desimone Consulting Engineering, D.P.C.
EIN
85-3062324
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023464H, C20241011161806NAL0011165395001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$44M total assets
Net assets$43.9MLiabilities$35.9K
Money in vs. money out
Total income / additions$10.9M
Total expenses$3.2M
Benefits paid / distributions$3.1M
Contributions
Employer$1M
Participant$3M
Full reported line items

Net assets

Total assets (EOY)
$43,967,048
Total liabilities (EOY)
$35,864
Net assets (EOY)
$43,931,184
Net assets (BOY)
$36,221,337

Income & contributions

Employer contributions
$1,003,840
Participant contributions
$3,006,575
Total contributions
$4,140,544
Total income / additions
$10,908,166

Expenses & distributions

Benefits paid
$3,092,218
Administrative expenses
$106,101
Total expenses
$3,198,319
Net increase / (decrease)
$7,709,847
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 25%Participant 75%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fiduciary Plan PartnersADVISOR$56,858not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$33,931$02023
Strategic Advisors, Inc.ADVISOR$15,313not reported in the loaded dataset2023

Related Form 5500 pages