Joe Daniels Construction Company, Inc. Retirement Plan — Form 5500 plan (Joe Daniels Construction Company, 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, Joe Daniels Construction Company, Inc. Retirement Plan is a benefit plan reported by Joe Daniels Construction Company, Inc. under EIN 39-1187059 and plan number 002. The latest loaded filing year is 2023. The filing reports 112 participants and $39,659,511 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joe Daniels Construction Company, Inc.
- EIN
- 39-1187059
- Plan number
- 002
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 112
- End-of-year plan assets
- $39,659,511
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 112 | H, C | 20240724093451NAL0007319027001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,659,511
- Total liabilities (EOY)
- $27,080
- Net assets (EOY)
- $39,632,431
- Net assets (BOY)
- $35,633,239
Income & contributions
- Employer contributions
- $670,184
- Participant contributions
- $528,153
- Total contributions
- $1,257,127
- Total income / additions
- $7,455,289
Expenses & distributions
- Benefits paid
- $3,369,807
- Administrative expenses
- $59,210
- Total expenses
- $3,456,097
- Net increase / (decrease)
- $3,999,192
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $41,240 | not reported in the loaded dataset | 2023 |
| Vrakas Advisors | NONE | $12,474 | not reported in the loaded dataset | 2023 |
| Oneamerica Investment Advisory Svcs | NONE | $5,496 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joe Daniels Construction Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Madison, WI
- Oneamerica Retirement Services LLC — Schedule C compensation
- Vrakas Advisors — Schedule C compensation
- Oneamerica Investment Advisory Svcs — Schedule C compensation
- Matrix Trust Company — Schedule C compensation