Dynata, LLC Employee 401(K) Plan — Form 5500 plan (Dynata, LLC)
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, Dynata, LLC Employee 401(K) Plan is a benefit plan reported by Dynata, LLC under EIN 92-0188807 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,195 participants and $100,829,971 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dynata, LLC
- EIN
- 92-0188807
- Plan number
- 001
- Plan type
- 2
- Location
- Shelton, CT
- Latest filing year
- 2023
- Participants
- 2,195
- End-of-year plan assets
- $100,829,971
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,195 | H, C | 20240930095343NAL0010861186001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $100,829,971
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $100,829,971
- Net assets (BOY)
- $86,939,535
Income & contributions
- Employer contributions
- $1,545,182
- Participant contributions
- $5,807,081
- Total contributions
- $7,610,721
- Total income / additions
- $24,272,670
Expenses & distributions
- Benefits paid
- $10,215,163
- Administrative expenses
- $167,071
- Total expenses
- $10,382,234
- Net increase / (decrease)
- $13,890,436
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $75,153 | $0 | 2023 |
| Cetera Advisor Networks LLC | ADVISOR | $42,009 | not reported in the loaded dataset | 2023 |
| Cetera Investment Advisors LLC | ADVISOR | $31,265 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $18,644 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dynata, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Shelton, CT
- Fidelity Investments Institutional — Schedule C compensation
- Cetera Advisor Networks LLC — Schedule C compensation
- Cetera Investment Advisors LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation