2023 Form 5500 filing — The Davlyn Group 401(K) Pension 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 20240926131927NAL0000408307001) for The Davlyn Group 401(K) Pension Plan, reported by Davlyn Manufacturing Co., LLC under EIN 23-2153267 and plan number 002. It reports 221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926131927NAL0000408307001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Davlyn Manufacturing Co., LLC
- EIN
- 23-2153267
- Plan number
- 002
- Location
- Spring City, PA
- Participants
- 221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,934,258
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,934,258
- Employer contributions
- $269,590
- Participant contributions
- $693,956
- Total income / additions
- $3,076,671
- Benefits paid
- $5,246,934
- Administrative expenses
- $46,184
- Total expenses
- $5,293,118
- Net increase / (decrease)
- -$2,216,447
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Summit Group Retirement Planners, | INVESTMENT ADVISOR | $34,667 | not reported in the loaded dataset |
| Withum Smith+Brown, Pc | ACCOUNTANT/AUDITOR | $16,120 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$4,603 | $0 |