Don'S Mobile Glass Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Don'S Mobile Glass, Inc.)

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, Don'S Mobile Glass Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Don'S Mobile Glass, Inc. under EIN 94-1631634 and plan number 002. The latest loaded filing year is 2023. The filing reports 247 participants and $5,979,126 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Don'S Mobile Glass, Inc.
EIN
94-1631634
Plan number
002
Plan type
2
Location
Modesto, CA
Latest filing year
2023
Participants
247
End-of-year plan assets
$5,979,126

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023247H, C20241015104656NAL0048901952001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,979,126
Net assets (EOY)
$5,979,126
Net assets (BOY)
$4,997,804

Income & contributions

Employer contributions
$106,279
Participant contributions
$523,576
Total contributions
$638,587
Total income / additions
$1,367,940

Expenses & distributions

Benefits paid
$320,636
Administrative expenses
$42,923
Total expenses
$386,618
Net increase / (decrease)
$981,322

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annunity Insurance Co.Of AmRECORDKEEPER$18,853$02023
Osborne & Associates, Inc.CONTRACT ADMIN$6,541$5,1852023
Merrill Lynch Pierce Fenner & SmithINVESTMENT ADVISER$10,439$02023
Empower Advisory Group LLCINVESTMENT MANAGEMENT$0not reported in the loaded dataset2023

Related Form 5500 pages