Plan5500

Dana Innovations, Inc. 401(K) Plan — Form 5500 plan (Dana Innovations, 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, Dana Innovations, Inc. 401(K) Plan is a benefit plan reported by Dana Innovations, Inc. under EIN 33-0005938 and plan number 001. The latest loaded filing year is 2023. The filing reports 281 participants and $26,051,103 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dana Innovations, Inc.
EIN
33-0005938
Plan number
001
Plan type
2
Location
San Clemente, CA
Latest filing year
2023
Participants
281
End-of-year plan assets
$26,051,103

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023281H, C20250730181609NAL0002582547001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,051,103
Total liabilities (EOY)
$0
Net assets (EOY)
$26,051,103
Net assets (BOY)
$19,509,627

Income & contributions

Employer contributions
$649,095
Participant contributions
$2,128,553
Total contributions
$3,165,704
Total income / additions
$7,333,372

Expenses & distributions

Benefits paid
$759,086
Administrative expenses
$32,810
Total expenses
$791,896
Net increase / (decrease)
$6,541,476

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$32,722$02023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages