Dana-Co, LLC 401(K) Plan — Form 5500 plan (Dana-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, Dana-Co, LLC 401(K) Plan is a benefit plan reported by Dana-Co, LLC under EIN 23-3093071 and plan number 001. The latest loaded filing year is 2023. The filing reports 106 participants and $7,056,024 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dana-Co, LLC
- EIN
- 23-3093071
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 106
- End-of-year plan assets
- $7,056,024
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 106 | H, C | 20241014080141NAL0052750210001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,056,024
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,056,024
- Net assets (BOY)
- $5,656,410
Income & contributions
- Employer contributions
- $161,059
- Participant contributions
- $431,459
- Total contributions
- $592,518
- Total income / additions
- $1,735,282
Expenses & distributions
- Benefits paid
- $284,329
- Administrative expenses
- $41,893
- Total expenses
- $335,668
- Net increase / (decrease)
- $1,399,614
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $30,252 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Ins Co Ny | RCORDKEEPER | $7,719 | $0 | 2023 |
| Side By Side Financials Inc. | CONTRACT ADMIN | $5,352 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $631 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dana-Co, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Life & Annuity Ins Co Ny — Schedule C compensation
- Side By Side Financials Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation