Donnelly Service Group, Inc. Employee Stock Ownership Plan — Form 5500 plan (Donnelly Service Group, Inc.)
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, Donnelly Service Group, Inc. Employee Stock Ownership Plan is a benefit plan reported by Donnelly Service Group, Inc. under EIN 04-3257145 and plan number 003. The latest loaded filing year is 2023. The filing reports 165 participants and $388,045 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Donnelly Service Group, Inc.
- EIN
- 04-3257145
- Plan number
- 003
- Plan type
- 2
- Location
- Wakefield, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H | 20250109144209NAL0006999923001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $388,045
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $388,045
- Net assets (BOY)
- $254,953
Income & contributions
- Employer contributions
- $96,419
- Total contributions
- $148,559
- Total income / additions
- $150,532
Expenses & distributions
- Benefits paid
- $15,855
- Administrative expenses
- $1,585
- Total expenses
- $17,440
- Net increase / (decrease)
- $133,092
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.