2023 Form 5500 filing — Davanni'S, Inc. 401(K) Profit Sharing Plan And Trust
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 20250710100532NAL0003415475001) for Davanni'S, Inc. 401(K) Profit Sharing Plan And Trust, reported by Davanni'S, Inc. under EIN 41-1249827 and plan number 001. It reports 329 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250710100532NAL0003415475001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Davanni'S, Inc.
- EIN
- 41-1249827
- Plan number
- 001
- Location
- St Louis Park, MN
- Participants
- 329
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,088,339
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,088,339
- Employer contributions
- $28,061
- Participant contributions
- $445,752
- Total income / additions
- $3,641,808
- Benefits paid
- $1,865,830
- Administrative expenses
- $55,562
- Total expenses
- $1,924,180
- Net increase / (decrease)
- $1,717,628
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $43,656 | $0 |
| Osiac Wealth, Inc | BROKER/ADVISO R | $0 | $25,856 |
| Tax Sheltered Compensation, Inc. | CONTRACT ADMI N | $5,503 | $5,000 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $6,491 | $0 |