Donnellon Mccarthy Enterprises 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Donnellon Mccarthy Enterprises)
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, Donnellon Mccarthy Enterprises 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Donnellon Mccarthy Enterprises under EIN 31-0990520 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $5,044,021 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Donnellon Mccarthy Enterprises
- EIN
- 31-0990520
- Plan number
- 001
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 139
- End-of-year plan assets
- $5,044,021
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 139 | H, C | 20241002140351NAL0014482864001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,044,021
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,044,021
- Net assets (BOY)
- $4,066,599
Income & contributions
- Employer contributions
- $89,329
- Participant contributions
- $452,646
- Total contributions
- $557,591
- Total income / additions
- $1,216,882
Expenses & distributions
- Benefits paid
- $214,798
- Administrative expenses
- $24,588
- Total expenses
- $239,460
- Net increase / (decrease)
- $977,422
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $12,878 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services, Inc.Rpcs | ADVISOR | $8,602 | not reported in the loaded dataset | 2023 |