2023 Form 5500 filing — Joyce/Dayton Corp. Savings Plan And Trust
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 20240927091027NAL0001825745001) for Joyce/Dayton Corp. Savings Plan And Trust, reported by Joyce/Dayton Corp. under EIN 31-0335460 and plan number 002. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927091027NAL0001825745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Joyce/Dayton Corp.
- EIN
- 31-0335460
- Plan number
- 002
- Location
- Kettering, OH
- Participants
- 213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,195,700
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,195,700
- Employer contributions
- $449,515
- Participant contributions
- $1,100,188
- Total income / additions
- $4,922,471
- Benefits paid
- $1,212,713
- Administrative expenses
- $44,607
- Total expenses
- $1,257,320
- Net increase / (decrease)
- $3,665,151
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Highland Consulting Associates, In | ADVISOR | $37,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $7,107 | $0 |