2023 Form 5500 filing — Verrill Dana Llp 401(K) Savings 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 20241011102311NAL0022563921001) for Verrill Dana Llp 401(K) Savings Plan, reported by Verrill Dana, Llp under EIN 01-0176171 and plan number 002. It reports 339 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)$76MReported net assets$76,036,732
Participants339
Provider compensation$53K2 Schedule C row(s)$52,997
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011102311NAL0022563921001
- Plan sponsor
- Verrill Dana, Llp
- EIN
- 01-0176171
- Plan number
- 002
- Location
- Portland, ME
- 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)$76M total assets
Net assets$76MLiabilities$0
Full reported line items
- Total assets (EOY)
- $76,036,732
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,036,732
- Employer contributions
- $1,368,349
- Participant contributions
- $3,128,620
- Total income / additions
- $17,172,242
- Benefits paid
- $3,748,344
- Administrative expenses
- $52,572
- Total expenses
- $3,800,916
- Net increase / (decrease)
- $13,371,326
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiduciary Investment Advisors | INVESTMENT ADVISOR | $31,054 | $0 |
| Fidelity Investments Institutional | RECORDKEEPER | $21,943 | not reported in the loaded dataset |