Plan5500

Datafield, Inc. 401(K) Plan — Form 5500 plan (Datafield, 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, Datafield, Inc. 401(K) Plan is a benefit plan reported by Datafield, Inc. under EIN 31-1372567 and plan number 001. The latest loaded filing year is 2023. The filing reports 179 participants and $4,190,719 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Datafield, Inc.
EIN
31-1372567
Plan number
001
Plan type
2
Location
Worthington, OH
Latest filing year
2023
Participants
179
End-of-year plan assets
$4,190,719

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023179H, C20241002083947NAL0008532161001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,190,719
Total liabilities (EOY)
$0
Net assets (EOY)
$4,190,719
Net assets (BOY)
$3,251,403

Income & contributions

Employer contributions
$129,896
Participant contributions
$486,390
Total contributions
$616,286
Total income / additions
$1,259,937

Expenses & distributions

Benefits paid
$269,908
Administrative expenses
$33,795
Total expenses
$320,621
Net increase / (decrease)
$939,316

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments Inst Op, Inc.RECORDKEEPER$22,499not reported in the loaded dataset2023
Oppenheimer & Co, IncADVISOR$11,296not reported in the loaded dataset2023

Related Form 5500 pages