2023 Form 5500 filing — The Danella Companies 401(K) 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 20241010110857NAL0035533824001) for The Danella Companies 401(K) Plan, reported by Danella Companies, Inc. under EIN 23-1396417 and plan number 001. It reports 1,869 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)$17.5MReported net assets$17,528,989
Participants1.9K1,869
Provider compensation$76K2 Schedule C row(s)$75,995
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010110857NAL0035533824001
Plan sponsor
Danella Companies, Inc.
EIN
23-1396417
Plan number
001
Location
Plymouth Meeting, PA
Received date
not reported in the loaded dataset
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)$17.5M total assets
Net assets$17.5MLiabilities$0
Money in vs. money out
Total income / additions$4.4M
Total expenses$1.1M
Benefits paid / distributions$1M
Contributions
Employer$324.1K
Participant$1.6M
Full reported line items
Total assets (EOY)
$17,528,989
Total liabilities (EOY)
$0
Net assets (EOY)
$17,528,989
Employer contributions
$324,052
Participant contributions
$1,573,998
Total income / additions
$4,431,876
Benefits paid
$1,035,335
Administrative expenses
$80,629
Total expenses
$1,115,964
Net increase / (decrease)
$3,315,912

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Newport Group, Inc.RECORDKEEPER$57,457$0
Pnc Institutional Asset ManagementADVISOR$18,538not reported in the loaded dataset

Related Form 5500 pages