2023 Form 5500 filing — Joe Daniels Construction Company, Inc. Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724093451NAL0007319027001) for Joe Daniels Construction Company, Inc. Retirement Plan, reported by Joe Daniels Construction Company, Inc. under EIN 39-1187059 and plan number 002. It reports 112 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724093451NAL0007319027001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Joe Daniels Construction Company, Inc.
- EIN
- 39-1187059
- Plan number
- 002
- Location
- Madison, WI
- Participants
- 112
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,659,511
- Total liabilities (EOY)
- $27,080
- Net assets (EOY)
- $39,632,431
- Employer contributions
- $670,184
- Participant contributions
- $528,153
- Total income / additions
- $7,455,289
- Benefits paid
- $3,369,807
- Administrative expenses
- $59,210
- Total expenses
- $3,456,097
- Net increase / (decrease)
- $3,999,192
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $41,240 | not reported in the loaded dataset |
| Vrakas Advisors | NONE | $12,474 | not reported in the loaded dataset |
| Oneamerica Investment Advisory Svcs | NONE | $5,496 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |