Dana Investment Advisors, Inc. Profit Sharing & 401(K) Plan — Form 5500 plan (Dana Investment Advisors 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 Investment Advisors, Inc. Profit Sharing & 401(K) Plan is a benefit plan reported by Dana Investment Advisors Inc. under EIN 39-1512278 and plan number 001. The latest loaded filing year is 2023. The filing reports 53 participants and $57,129,677 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dana Investment Advisors Inc.
- EIN
- 39-1512278
- Plan number
- 001
- Plan type
- 2
- Location
- Waukesha, WI
- Latest filing year
- 2023
- Participants
- 53
- End-of-year plan assets
- $57,129,677
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 53 | I | 20240522102518NAL0001942339001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $57,129,677
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,129,677
- Net assets (BOY)
- $40,045,886
Income & contributions
- Employer contributions
- $1,437,061
- Participant contributions
- $809,363
- Total income / additions
- $18,122,178
Expenses & distributions
- Benefits paid
- $1,029,632
- Administrative expenses
- $4,388
- Total expenses
- $1,038,387
- Net increase / (decrease)
- $17,083,791
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.