David M. Maines & Associates, Inc. 401(K) Plan — Form 5500 plan (David M. Maines Associates, 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, David M. Maines & Associates, Inc. 401(K) Plan is a benefit plan reported by David M. Maines Associates, Inc. under EIN 23-2581270 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $18,684,898 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- David M. Maines Associates, Inc.
- EIN
- 23-2581270
- Plan number
- 001
- Plan type
- 2
- Location
- Lewistown, PA
- Latest filing year
- 2023
- Participants
- 150
- End-of-year plan assets
- $18,684,898
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 150 | H, C | 20241003135407NAL0010635281001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,684,898
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,684,898
- Net assets (BOY)
- $15,988,058
Income & contributions
- Employer contributions
- $1,109,517
- Participant contributions
- $450,778
- Total contributions
- $1,560,295
- Total income / additions
- $4,060,448
Expenses & distributions
- Benefits paid
- $1,215,124
- Administrative expenses
- $83,606
- Total expenses
- $1,363,608
- Net increase / (decrease)
- $2,696,840
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First National Trust Company | INVESTMENT ADVISORY | $41,715 | not reported in the loaded dataset | 2023 |
| Stancorp Financial Group, Inc. | RECORDKEEPER | $36,235 | not reported in the loaded dataset | 2023 |
| Integrated Retirement Plan Solution | TPA | $8,198 | $5,654 | 2023 |
| Charles Schwab & Co., Inc. | ASSET HOLDER | $0 | $5,966 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for David M. Maines Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Lewistown, PA
- First National Trust Company — Schedule C compensation
- Stancorp Financial Group, Inc. — Schedule C compensation
- Integrated Retirement Plan Solution — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation