Plan5500

Frank Donio, Inc. Profit Sharing Plan — Form 5500 plan (Frank Donio, 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, Frank Donio, Inc. Profit Sharing Plan is a benefit plan reported by Frank Donio, Inc. under EIN 21-0697610 and plan number 001. The latest loaded filing year is 2023. The filing reports 272 participants and $13,020,992 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Frank Donio, Inc.
EIN
21-0697610
Plan number
001
Plan type
2
Location
Hammonton, NJ
Latest filing year
2023
Participants
272
End-of-year plan assets
$13,020,992

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023272H, C20241015144047NAL0058188530001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,020,992
Total liabilities (EOY)
$0
Net assets (EOY)
$13,020,992
Net assets (BOY)
$11,124,086

Income & contributions

Employer contributions
$319,364
Participant contributions
$549,683
Total contributions
$897,215
Total income / additions
$2,619,469

Expenses & distributions

Benefits paid
$654,166
Administrative expenses
$68,397
Total expenses
$722,563
Net increase / (decrease)
$1,896,906

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services IncRIA$30,135not reported in the loaded dataset2023

Related Form 5500 pages