Dci Engineers 401(K) Retirement Plan & Trust — Form 5500 plan (D'Amato Conversano, Inc., 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, Dci Engineers 401(K) Retirement Plan & Trust is a benefit plan reported by D'Amato Conversano, Inc., P.C. under EIN 91-1403544 and plan number 001. The latest loaded filing year is 2023. The filing reports 438 participants and $40,767,534 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- D'Amato Conversano, Inc., P.C.
- EIN
- 91-1403544
- Plan number
- 001
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 438
- End-of-year plan assets
- $40,767,534
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 438 | H, C | 20240927125241NAL0001070835001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,767,534
- Total liabilities (EOY)
- $63,280
- Net assets (EOY)
- $40,704,254
- Net assets (BOY)
- $33,057,292
Income & contributions
- Employer contributions
- $300,000
- Participant contributions
- $3,375,267
- Total contributions
- $3,765,772
- Total income / additions
- $9,872,923
Expenses & distributions
- Benefits paid
- $2,159,629
- Administrative expenses
- $66,332
- Total expenses
- $2,225,961
- Net increase / (decrease)
- $7,646,962
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Advisors | NONE | $45,000 | $0 | 2023 |
| Usi Consulting Group | NONE | $18,078 | $0 | 2023 |
| Charles Schwab Trust Bank | NONE | $3,254 | $5,113 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for D'Amato Conversano, Inc., P.C.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Usi Advisors — Schedule C compensation
- Usi Consulting Group — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation