2023 Form 5500 filing — Donnellon Mccarthy Enterprises 401(K) Profit Sharing Plan & 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 20241002140351NAL0014482864001) for Donnellon Mccarthy Enterprises 401(K) Profit Sharing Plan & Trust, reported by Donnellon Mccarthy Enterprises under EIN 31-0990520 and plan number 001. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5MReported net assets$5,044,021
Participants139
Provider compensation$21.5K2 Schedule C row(s)$21,480
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002140351NAL0014482864001
Plan sponsor
Donnellon Mccarthy Enterprises
EIN
31-0990520
Plan number
001
Location
Cincinnati, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5M total assets
Net assets$5MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$239.5K
Benefits paid / distributions$214.8K
Contributions
Employer$89.3K
Participant$452.6K
Full reported line items
Total assets (EOY)
$5,044,021
Total liabilities (EOY)
$0
Net assets (EOY)
$5,044,021
Employer contributions
$89,329
Participant contributions
$452,646
Total income / additions
$1,216,882
Benefits paid
$214,798
Administrative expenses
$24,588
Total expenses
$239,460
Net increase / (decrease)
$977,422
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $12.9K
  2. 2
    ADVISOR · Direct $8.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002140351NAL0014482864001 cover?
It is the 2023 Form 5500 filing for Donnellon Mccarthy Enterprises 401(K) Profit Sharing Plan & Trust, reported by Donnellon Mccarthy Enterprises (EIN 31-0990520).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages