2023 Form 5500 filing — Bill Doran Company Employee 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 20241006102606NAL0014899105001) for Bill Doran Company Employee Savings And Retirement Plan, reported by Bill Doran LLC under EIN 36-2086467 and plan number 001. It reports 537 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241006102606NAL0014899105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bill Doran LLC
- EIN
- 36-2086467
- Plan number
- 001
- Location
- Rockford, IL
- Participants
- 537
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,618,719
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,618,719
- Employer contributions
- $43,861
- Participant contributions
- $770,445
- Total income / additions
- $2,184,949
- Benefits paid
- $513,727
- Administrative expenses
- $56,708
- Total expenses
- $570,435
- Net increase / (decrease)
- $1,614,514
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| July Business Services LLC | RECORDKEEPING | $37,866 | not reported in the loaded dataset |
| Dubuque Bank And Trust Company | NONE | $33,042 | $0 |