2023 Form 5500 filing — The L.C. Doane Company 401(K) Savings And 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 20240917070540NAL0001571347001) for The L.C. Doane Company 401(K) Savings And Retirement Plan, reported by L.C. Doane Company under EIN 06-0708453 and plan number 001. It reports 128 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917070540NAL0001571347001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- L.C. Doane Company
- EIN
- 06-0708453
- Plan number
- 001
- Location
- Ivoryton, CT
- Participants
- 128
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,971,887
- Net assets (EOY)
- $8,971,887
- Employer contributions
- $488,164
- Participant contributions
- $492,258
- Total income / additions
- $2,114,397
- Benefits paid
- $1,415,197
- Administrative expenses
- $38,180
- Total expenses
- $1,453,377
- Net increase / (decrease)
- $661,020
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $38,180 | $0 |
| Integrated Wealth Concepts LLC | INVESTMENT ADVISORY | $0 | $20,601 |