2023 Form 5500 filing — Dana Transport Savings And Investment 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 20241015134643NAL0029838529001) for Dana Transport Savings And Investment Plan, reported by Dana Transport Inc. under EIN 22-1968498 and plan number 003. It reports 1,036 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)$26.9MReported net assets$26,853,271

Participants1K1,036

Provider compensation$72.8K2 Schedule C row(s)$72,756

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015134643NAL0029838529001
Plan sponsor: Dana Transport Inc.
EIN: 22-1968498
Plan number: 003
Location: Avenel, NJ
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$26.9M total assets

Net assets$26.9MLiabilities$0

Money in vs. money out

Total income / additions$7.8M

Total expenses$3.1M

Benefits paid / distributions$3M

Contributions

Employer$591.2K

Participant$2.9M

Full reported line items

Total assets (EOY): $26,853,271
Total liabilities (EOY): $0
Net assets (EOY): $26,853,271
Employer contributions: $591,246
Participant contributions: $2,941,582
Total income / additions: $7,802,330
Benefits paid: $3,026,404
Administrative expenses: $72,756
Total expenses: $3,108,286
Net increase / (decrease): $4,694,044

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Fidelity Investments Institutional$60.7K
RECORDKEEPER · Direct $60.7K · Indirect $0
2
Strategic Advisors, Inc.$12.1K
ADVISOR · Direct $12.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015134643NAL0029838529001 cover?: It is the 2023 Form 5500 filing for Dana Transport Savings And Investment Plan, reported by Dana Transport Inc. (EIN 22-1968498).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).