Donjon Marine Co., Inc. Retirement Plan — Form 5500 plan (Donjon Marine Co., 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, Donjon Marine Co., Inc. Retirement Plan is a benefit plan reported by Donjon Marine Co., Inc. under EIN 22-1844615 and plan number 001. The latest loaded filing year is 2023. The filing reports 459 participants and $72,643,559 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Donjon Marine Co., Inc.
- EIN
- 22-1844615
- Plan number
- 001
- Plan type
- 2
- Location
- Hillside, NJ
- Latest filing year
- 2023
- Participants
- 459
- End-of-year plan assets
- $72,643,559
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 459 | H, C | 20241015075144NAL0028958689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,643,559
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,643,559
- Net assets (BOY)
- $59,012,545
Income & contributions
- Employer contributions
- $5,530,993
- Participant contributions
- $2,256,781
- Total contributions
- $7,960,574
- Total income / additions
- $17,716,589
Expenses & distributions
- Benefits paid
- $4,104,672
- Administrative expenses
- $27,614
- Total expenses
- $4,085,575
- Net increase / (decrease)
- $13,631,014
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors Fin Network Ll | BROKER/ADVISOR | $0 | $104,808 | 2023 |
| Intac Actuarial Services | CONTRACT ADMIN | $36,260 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $21,626 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Donjon Marine Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Hillside, NJ
- Wells Fargo Advisors Fin Network Ll — Schedule C compensation
- Intac Actuarial Services — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation