Verrill Dana Llp 401(K) Savings Plan — Form 5500 plan (Verrill Dana, Llp)

Plain-English plan 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, Verrill Dana Llp 401(K) Savings Plan is a benefit plan reported by Verrill Dana, Llp under EIN 01-0176171 and plan number 002. The latest loaded filing year is 2023. The filing reports 339 participants and $76,036,732 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Verrill Dana, Llp
EIN
01-0176171
Plan number
002
Plan type
2
Location
Portland, ME
Latest filing year
2023
Participants
339
End-of-year plan assets
$76,036,732

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023339H, C20241011102311NAL0022563921001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$76,036,732
Total liabilities (EOY)
$0
Net assets (EOY)
$76,036,732
Net assets (BOY)
$62,665,406

Income & contributions

Employer contributions
$1,368,349
Participant contributions
$3,128,620
Total contributions
$5,455,232
Total income / additions
$17,172,242

Expenses & distributions

Benefits paid
$3,748,344
Administrative expenses
$52,572
Total expenses
$3,800,916
Net increase / (decrease)
$13,371,326

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fiduciary Investment AdvisorsINVESTMENT ADVISOR$31,054$02023
Fidelity Investments InstitutionalRECORDKEEPER$21,943not reported in the loaded dataset2023

Related Form 5500 pages