The Davlyn Group 401(K) Pension Plan — Form 5500 plan (Davlyn Manufacturing Co., LLC)
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 Davlyn Group 401(K) Pension Plan is a benefit plan reported by Davlyn Manufacturing Co., LLC under EIN 23-2153267 and plan number 002. The latest loaded filing year is 2023. The filing reports 221 participants and $10,934,258 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Davlyn Manufacturing Co., LLC
- EIN
- 23-2153267
- Plan number
- 002
- Plan type
- 2
- Location
- Spring City, PA
- Latest filing year
- 2023
- Participants
- 221
- End-of-year plan assets
- $10,934,258
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 221 | H, C | 20240926131927NAL0000408307001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,934,258
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,934,258
- Net assets (BOY)
- $13,150,705
Income & contributions
- Employer contributions
- $269,590
- Participant contributions
- $693,956
- Total contributions
- $1,122,559
- Total income / additions
- $3,076,671
Expenses & distributions
- Benefits paid
- $5,246,934
- Administrative expenses
- $46,184
- Total expenses
- $5,293,118
- Net increase / (decrease)
- -$2,216,447
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Summit Group Retirement Planners, | INVESTMENT ADVISOR | $34,667 | not reported in the loaded dataset | 2023 |
| Withum Smith+Brown, Pc | ACCOUNTANT/AUDITOR | $16,120 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$4,603 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Davlyn Manufacturing Co., LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Spring City, PA
- Summit Group Retirement Planners, — Schedule C compensation
- Withum Smith+Brown, Pc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation