2023 Form 5500 filing — Don Services, Inc. 401(K) 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 20241015204017NAL0017195171001) for Don Services, Inc. 401(K) Profit Sharing Plan, reported by Don Services, Inc. under EIN 33-1120614 and plan number 001. It reports 536 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015204017NAL0017195171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Don Services, Inc.
- EIN
- 33-1120614
- Plan number
- 001
- Location
- New Castle, PA
- Participants
- 536
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,501,248
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,501,248
- Employer contributions
- $149,895
- Participant contributions
- $258,092
- Total income / additions
- $822,693
- Benefits paid
- $683,367
- Administrative expenses
- $44,653
- Total expenses
- $728,020
- Net increase / (decrease)
- $94,673
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Baker Tilly Vantagen, LLC | N/A | $13,089 | not reported in the loaded dataset |
| Don Services | N/A | $13,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Co | N/A | $12,965 | $0 |
| Baker Tilly Virchow Krause, Llp | N/A | $5,600 | $1,215 |