Joyce/Dayton Corp. Savings Plan And Trust — Form 5500 plan (Joyce/Dayton Corp.)
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, Joyce/Dayton Corp. Savings Plan And Trust is a benefit plan reported by Joyce/Dayton Corp. under EIN 31-0335460 and plan number 002. The latest loaded filing year is 2023. The filing reports 213 participants and $19,195,700 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joyce/Dayton Corp.
- EIN
- 31-0335460
- Plan number
- 002
- Plan type
- 2
- Location
- Kettering, OH
- Latest filing year
- 2023
- Participants
- 213
- End-of-year plan assets
- $19,195,700
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 213 | H, C | 20240927091027NAL0001825745001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,195,700
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,195,700
- Net assets (BOY)
- $15,530,549
Income & contributions
- Employer contributions
- $449,515
- Participant contributions
- $1,100,188
- Total contributions
- $1,968,101
- Total income / additions
- $4,922,471
Expenses & distributions
- Benefits paid
- $1,212,713
- Administrative expenses
- $44,607
- Total expenses
- $1,257,320
- Net increase / (decrease)
- $3,665,151
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Highland Consulting Associates, In | ADVISOR | $37,500 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $7,107 | $0 | 2023 |