Dibuduo & Defendis 401(K) Profit Sharing Plan — Form 5500 plan (Dibuduo & Defendis)
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, Dibuduo & Defendis 401(K) Profit Sharing Plan is a benefit plan reported by Dibuduo & Defendis under EIN 94-1530342 and plan number 001. The latest loaded filing year is 2023. The filing reports 211 participants and $17,477,434 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dibuduo & Defendis
- EIN
- 94-1530342
- Plan number
- 001
- Plan type
- 2
- Location
- Fresno, CA
- Latest filing year
- 2023
- Participants
- 211
- End-of-year plan assets
- $17,477,434
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 211 | H, C | 20240906145352NAL0000655043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,477,434
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,477,434
- Net assets (BOY)
- $14,293,091
Income & contributions
- Employer contributions
- $284,435
- Participant contributions
- $942,884
- Total contributions
- $1,388,313
- Total income / additions
- $4,080,379
Expenses & distributions
- Benefits paid
- $759,709
- Administrative expenses
- $136,327
- Total expenses
- $896,036
- Net increase / (decrease)
- $3,184,343
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Roush Investments, LLC | INVESTMENT ADVISOR | $80,572 | not reported in the loaded dataset | 2023 |
| Nationwide | RECORDKEEPER | $48,957 | $1,132 | 2023 |
| Pentegra Services, Inc. | TPA | $4,287 | not reported in the loaded dataset | 2023 |
| Aps-Pentegra | CONTRACT ADMIN/TPA | $2,520 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dibuduo & Defendis
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Fresno, CA
- Roush Investments, LLC — Schedule C compensation
- Nationwide — Schedule C compensation
- Pentegra Services, Inc. — Schedule C compensation
- Aps-Pentegra — Schedule C compensation