Who sponsors the W. S. Darley & Co. Employee'S Profit Sharing 401(K) Plan?

W. S. Darley & Co. Employee'S Profit Sharing 401(K) Plan is reported as sponsored by W.S. Darley & Co. (EIN 36-0976610, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for W. S. Darley & Co. Employee'S Profit Sharing 401(K) Plan?

The latest Form 5500 filing year loaded for W. S. Darley & Co. Employee'S Profit Sharing 401(K) Plan is 2023.

How many participants does W. S. Darley & Co. Employee'S Profit Sharing 401(K) Plan report?

W. S. Darley & Co. Employee'S Profit Sharing 401(K) Plan reports 253 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for W. S. Darley & Co. Employee'S Profit Sharing 401(K) Plan?

W. S. Darley & Co. Employee'S Profit Sharing 401(K) Plan reports $42,282,991 in end-of-year plan assets in its latest loaded Form 5500 filing.

W. S. Darley & Co. Employee'S Profit Sharing 401(K) Plan — Form 5500 plan (W.S. Darley & Co.)

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, W. S. Darley & Co. Employee'S Profit Sharing 401(K) Plan is a benefit plan reported by W.S. Darley & Co. under EIN 36-0976610 and plan number 001. The latest loaded filing year is 2023. The filing reports 253 participants and $42,282,991 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$42.3MPlan net assets, end of year$42,282,991

Participants253Covered participants reported

Assets / participant$167.1KComputed: assets ÷ participants$167,126 (computed)

Provider compensation$90.6K1 Schedule C provider row(s)$90,553

Plan sponsor: W.S. Darley & Co.
EIN: 36-0976610
Plan number: 001
Plan type: 2
Location: Itasca, IL
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	253	H, C	20240927131041NAL0001080355001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$42.3M total assets

Net assets$42.3MLiabilities$0

Money in vs. money out

Total income / additions$8.4M

Total expenses$3.8M

Benefits paid / distributions$3.7M

Contributions

Employer$1.4M

Participant$1.3M

Full reported line items

Net assets

Total assets (EOY): $42,282,991
Total liabilities (EOY): $0
Net assets (EOY): $42,282,991
Net assets (BOY): $37,660,936

Income & contributions

Employer contributions: $1,422,477
Participant contributions: $1,261,356
Total contributions: $2,685,086
Total income / additions: $8,412,050

Expenses & distributions

Benefits paid: $3,699,442
Administrative expenses: $90,553
Total expenses: $3,789,995
Net increase / (decrease): $4,622,055

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

53%47%

Employer 53%Participant 47%

Total expenses ÷ net assets9%Computed ratio

Benefits paid ÷ total income44%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Merrill Lynch, Pierce, Fenner And S	RECORDKEEPER	$90,553	$0	2023