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D. L. PAYNE, INC. — D. L. PAYNE SAFE HARBOR 401K PLAN AND TRUST, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250210183826NAL0032514800001
D. L. PAYNE, INC.
Form 5500-SF
FILING_RECEIVED
D. L. PAYNE SAFE HARBOR 401K PLAN AND TRUST
401(k) retirement plan
Active participants
11
Accounts w/ balance
12
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
D. L. PAYNE, INC.
.
Find decision makers
Plan sponsor
Name
D. L. PAYNE, INC.
EIN
68-0313431
Address
P. O. BOX 320 · LODI, CA · 952410320
Phone
(209) 367-4858
Industry
Electrical Contractors
· Construction
see all
Plan administrator
Name
D. L. PAYNE, INC.
EIN
68-0313431
City
LODI, CA
Phone
(209) 367-4858
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-02-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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