The Danella Companies 401(K) Plan — Form 5500 plan (Danella Companies, 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, The Danella Companies 401(K) Plan is a benefit plan reported by Danella Companies, Inc. under EIN 23-1396417 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,869 participants and $17,528,989 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$17.5MPlan net assets, end of year$17,528,989
Participants1.9KCovered participants reported1,869
Assets / participant$9.4KComputed: assets ÷ participants$9,379 (computed)
Provider compensation$76K2 Schedule C provider row(s)$75,995
Plan sponsor
Danella Companies, Inc.
EIN
23-1396417
Plan number
001
Plan type
2
Location
Plymouth Meeting, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,869H, C20241010110857NAL0035533824001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$17.5M total assets
Net assets$17.5MLiabilities$0
Money in vs. money out
Total income / additions$4.4M
Total expenses$1.1M
Benefits paid / distributions$1M
Contributions
Employer$324.1K
Participant$1.6M
Full reported line items

Net assets

Total assets (EOY)
$17,528,989
Total liabilities (EOY)
$0
Net assets (EOY)
$17,528,989
Net assets (BOY)
$14,213,077

Income & contributions

Employer contributions
$324,052
Participant contributions
$1,573,998
Total contributions
$2,078,862
Total income / additions
$4,431,876

Expenses & distributions

Benefits paid
$1,035,335
Administrative expenses
$80,629
Total expenses
$1,115,964
Net increase / (decrease)
$3,315,912
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 17%Participant 83%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$57,457$02023
Pnc Institutional Asset ManagementADVISOR$18,538not reported in the loaded dataset2023

Related Form 5500 pages