2023 Form 5500 filing — Dannis Woliver Kelley Profit Sharing 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 20241015122532NAL0016380355001) for Dannis Woliver Kelley Profit Sharing Plan, reported by Dannis Woliver Kelley under EIN 94-3172834 and plan number 001. It reports 133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015122532NAL0016380355001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dannis Woliver Kelley
- EIN
- 94-3172834
- Plan number
- 001
- Location
- Berkeley, CA
- Participants
- 133
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,542,958
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,542,958
- Employer contributions
- $532,687
- Participant contributions
- $1,251,975
- Total income / additions
- $6,306,663
- Benefits paid
- $1,530,599
- Administrative expenses
- $46,226
- Total expenses
- $1,576,825
- Net increase / (decrease)
- $4,729,838
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nwk Group, Inc. | ADVISOR | $22,500 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $19,941 | $0 |