Dnb Holdings, Inc. 401k Plan & Trust — Form 5500 plan (Dnb Holdings, 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, Dnb Holdings, Inc. 401k Plan & Trust is a benefit plan reported by Dnb Holdings, Inc under EIN 20-1591017 and plan number 001. The latest loaded filing year is 2023. The filing reports 327 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dnb Holdings, Inc
- EIN
- 20-1591017
- Plan number
- 001
- Plan type
- 2
- Location
- Clayton, IN
- Latest filing year
- 2023
- Participants
- 327
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 327 | H, C | 20240729111032NAL0010981235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $6,410,609
Income & contributions
- Employer contributions
- $30,238
- Participant contributions
- $151,223
- Total contributions
- $181,461
- Total income / additions
- $845,089
Expenses & distributions
- Benefits paid
- $7,208,651
- Administrative expenses
- $47,047
- Total expenses
- $7,255,698
- Net increase / (decrease)
- -$6,410,609
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $21,335 | not reported in the loaded dataset | 2023 |
| Edward D. Jones & Co., Lp | INVESTMENT ADVISOR | $12,673 | not reported in the loaded dataset | 2023 |
| The Rose Financial Group, LLC | THIRD PARTY ADMINISTRATOR | $9,150 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $2,875 | not reported in the loaded dataset | 2023 |
| Wilshire Associates Inc (Usa) | INVESTMENT ADVISOR | $1,014 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dnb Holdings, Inc
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Clayton, IN
- John Hancock Life Insurance Company — Schedule C compensation
- Edward D. Jones & Co., Lp — Schedule C compensation
- The Rose Financial Group, LLC — Schedule C compensation
- Wilshire Associates Inc (Usa) — Schedule C compensation