2023 Form 5500 filing — The Palmer-Donavin 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 20241014134219NAL0013379491001) for The Palmer-Donavin Retirement Plan, reported by Palmer-Donavin Manufacturing Company under EIN 31-4274980 and plan number 002. It reports 663 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014134219NAL0013379491001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Palmer-Donavin Manufacturing Company
- EIN
- 31-4274980
- Plan number
- 002
- Location
- Grove City, OH
- Participants
- 663
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,155,782
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,155,782
- Employer contributions
- $755,939
- Participant contributions
- $3,200,042
- Total income / additions
- $11,790,550
- Benefits paid
- $4,618,358
- Administrative expenses
- $113,360
- Total expenses
- $4,735,713
- Net increase / (decrease)
- $7,054,837
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $64,012 | $0 |
| Highland Consulting Associates | NONE | $38,000 | not reported in the loaded dataset |
| Vanguard Advisers Inc. | NONE | $13,402 | not reported in the loaded dataset |