Jeffrey R. Dalaba Ind 401k Plan — Form 5500 plan (Jeffrey R. Dalaba)
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, Jeffrey R. Dalaba Ind 401k Plan is a benefit plan reported by Jeffrey R. Dalaba under EIN 90-0443001 and plan number 002. The latest loaded filing year is 2023. The filing reports 1 participants and $2,341,820 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jeffrey R. Dalaba
- EIN
- 90-0443001
- Plan number
- 002
- Plan type
- 2
- Location
- Baldwinsville, NY
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $2,341,820
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240711100200NAL0025766752001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,341,820
- Net assets (EOY)
- $2,341,820
- Net assets (BOY)
- $1,579,322
Income & contributions
- Employer contributions
- $39,432
- Participant contributions
- $30,000
- Total income / additions
- $762,498
Expenses & distributions
- Net increase / (decrease)
- $762,498
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.