Datacor, Inc. 401(K) Plan — Form 5500 plan (Datacor, 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, Datacor, Inc. 401(K) Plan is a benefit plan reported by Datacor, Inc. under EIN 22-2363717 and plan number 001. The latest loaded filing year is 2023. The filing reports 226 participants and $39,924,424 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Datacor, Inc.
- EIN
- 22-2363717
- Plan number
- 001
- Plan type
- 2
- Location
- Florham Park, NJ
- Latest filing year
- 2023
- Participants
- 226
- End-of-year plan assets
- $39,924,424
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 226 | H, C | 20241007152522NAL0026552384001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,924,424
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,924,424
- Net assets (BOY)
- $29,056,824
Income & contributions
- Employer contributions
- $1,405,000
- Participant contributions
- $2,697,069
- Total contributions
- $5,852,966
- Total income / additions
- $11,350,902
Expenses & distributions
- Benefits paid
- $358,452
- Administrative expenses
- $101,259
- Total expenses
- $483,302
- Net increase / (decrease)
- $10,867,600
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $62,977 | $0 | 2023 |
| J.P. Morgan Securities LLC | INVESTMENT ADVISORY | $38,276 | $11 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Datacor, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Florham Park, NJ
- Principal Life Insurance Company — Schedule C compensation
- J.P. Morgan Securities LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation