Donohue & Associates Inc. 401k Plan — Form 5500 plan (Donohue & Associates 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, Donohue & Associates Inc. 401k Plan is a benefit plan reported by Donohue & Associates Inc under EIN 39-1873700 and plan number 001. The latest loaded filing year is 2023. The filing reports 165 participants and $32,692,299 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Donohue & Associates Inc
- EIN
- 39-1873700
- Plan number
- 001
- Plan type
- 2
- Location
- Sheboygan, WI
- Latest filing year
- 2023
- Participants
- 165
- End-of-year plan assets
- $32,692,299
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H, C | 20240926100743NAL0000507569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,692,299
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,692,299
- Net assets (BOY)
- $27,578,057
Income & contributions
- Employer contributions
- $720,116
- Participant contributions
- $1,601,370
- Total contributions
- $2,393,547
- Total income / additions
- $6,925,385
Expenses & distributions
- Benefits paid
- $1,766,420
- Administrative expenses
- $44,723
- Total expenses
- $1,811,143
- Net increase / (decrease)
- $5,114,242
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Acec Retirement Trust | OTHER | $36,880 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,668 | not reported in the loaded dataset | 2023 |
| Map Retirement Usa LLC | TPA | $0 | $5,000 | 2023 |