The Palmer-Donavin Retirement Plan — Form 5500 plan (Palmer-Donavin Manufacturing Company)
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, The Palmer-Donavin Retirement Plan is a benefit plan reported by Palmer-Donavin Manufacturing Company under EIN 31-4274980 and plan number 002. The latest loaded filing year is 2023. The filing reports 663 participants and $51,155,782 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Palmer-Donavin Manufacturing Company
- EIN
- 31-4274980
- Plan number
- 002
- Plan type
- 2
- Location
- Grove City, OH
- Latest filing year
- 2023
- Participants
- 663
- End-of-year plan assets
- $51,155,782
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 663 | H, C | 20241014134219NAL0013379491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,155,782
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,155,782
- Net assets (BOY)
- $44,100,945
Income & contributions
- Employer contributions
- $755,939
- Participant contributions
- $3,200,042
- Total contributions
- $4,025,536
- Total income / additions
- $11,790,550
Expenses & distributions
- Benefits paid
- $4,618,358
- Administrative expenses
- $113,360
- Total expenses
- $4,735,713
- Net increase / (decrease)
- $7,054,837
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $64,012 | $0 | 2023 |
| Highland Consulting Associates | NONE | $38,000 | not reported in the loaded dataset | 2023 |
| Vanguard Advisers Inc. | NONE | $13,402 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Palmer-Donavin Manufacturing Company
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Grove City, OH
- The Vanguard Group, Inc. — Schedule C compensation
- Highland Consulting Associates — Schedule C compensation
- Vanguard Advisers Inc. — Schedule C compensation