Danforth Advisors, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Danforth Advisors, LLC (EIN 45-3326309) is a plan sponsor located in Southborough, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
45-3326309
Location
Southborough, MA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$10,366,401
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$10,366,401

Contributions & income

Participant contributions
$2,596,641
Total income / additions
$4,222,968

Expenses & distributions

Benefits paid / distributions
$766,714
Total expenses
$777,970
Net increase / (decrease)
$3,444,998

Coverage

Total reported participants
357
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Danforth Advisors, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Danforth Advisors 401(K) Profit Sharing Plan001220$10,366,4012023
Danforth Advisors501137not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Danforth Advisors, LLC
YearPlanParticipantsSchedulesFiling
2023Danforth Advisors13720240725102303NAL0014285649001
2023Danforth Advisors 401(K) Profit Sharing Plan220H, C20241011125308NAL0022778945001

Related Form 5500 pages