2023 Form 5500 filing — Donatelle Plastics, Inc. 401(K) Salary Reduction 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 20241010135809NAL0010072291001) for Donatelle Plastics, Inc. 401(K) Salary Reduction Plan, reported by Donatelle Plastics, Inc. under EIN 41-1390376 and plan number 002. It reports 412 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010135809NAL0010072291001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Donatelle Plastics, Inc.
- EIN
- 41-1390376
- Plan number
- 002
- Location
- New Brighton, MN
- Participants
- 412
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,051,237
- Net assets (EOY)
- $28,051,237
- Employer contributions
- $359,613
- Participant contributions
- $1,332,341
- Total income / additions
- $6,429,409
- Benefits paid
- $3,913,364
- Administrative expenses
- $70,301
- Total expenses
- $3,995,774
- Net increase / (decrease)
- $2,433,635
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors | INVESTMENT ADVISOR | $35,000 | not reported in the loaded dataset |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $22,534 | not reported in the loaded dataset |
| Smith, Schafer & Associates, Ltd. | AUDITOR | $7,950 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $4,818 | not reported in the loaded dataset |