2023 Form 5500 filing — Donley'S 401(K) 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 20240822125058NAL0005130017001) for Donley'S 401(K) Retirement Plan, reported by Donley Companies, Inc. under EIN 87-3916612 and plan number 002. It reports 717 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240822125058NAL0005130017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Donley Companies, Inc.
- EIN
- 87-3916612
- Plan number
- 002
- Location
- Cleveland, OH
- Participants
- 717
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,466,263
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,466,263
- Employer contributions
- $561,357
- Participant contributions
- $1,299,224
- Total income / additions
- $4,925,211
- Benefits paid
- $4,999,014
- Administrative expenses
- $64,278
- Total expenses
- $5,063,292
- Net increase / (decrease)
- -$138,081
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $59,353 | $0 |
| Kestra Investment Services, LLC | BROKER/ADVISOR | $0 | $30,595 |
| Rea & Associates, Inc. | CONTRACT ADMIN | $4,500 | $5,000 |
| Thornhill Financial, LLC | AUDITOR | $9,200 | not reported in the loaded dataset |