2023 Form 5500 filing — Donnelly-Boland And Associates 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 20241014093418NAL0026919857001) for Donnelly-Boland And Associates 401(K) Savings Plan, reported by Donnelly-Boland And Associates under EIN 25-1685793 and plan number 001. It reports 587 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)$41.9MReported net assets$41,941,682
Participants587
Provider compensation$9.1K2 Schedule C row(s)$9,118
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014093418NAL0026919857001
- Plan sponsor
- Donnelly-Boland And Associates
- EIN
- 25-1685793
- Plan number
- 001
- Location
- Pittsburgh, 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)$41.9M total assets
Net assets$41.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $41,941,682
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,941,682
- Employer contributions
- $1,985,654
- Participant contributions
- $1,595,326
- Total income / additions
- $9,677,775
- Benefits paid
- $1,347,493
- Administrative expenses
- $149,907
- Total expenses
- $1,497,400
- Net increase / (decrease)
- $8,180,375
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Financial Network | REGISTERED INVESTMENT AD | $7,118 | not reported in the loaded dataset |
| John Hancock Usa | RECORDKEEPER | $2,000 | $0 |