Davanni'S, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Davanni'S, 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, Davanni'S, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Davanni'S, Inc. under EIN 41-1249827 and plan number 001. The latest loaded filing year is 2023. The filing reports 329 participants and $14,088,339 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Davanni'S, Inc.
- EIN
- 41-1249827
- Plan number
- 001
- Plan type
- 2
- Location
- St Louis Park, MN
- Latest filing year
- 2023
- Participants
- 329
- End-of-year plan assets
- $14,088,339
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 329 | H, C | 20250710100532NAL0003415475001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,088,339
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,088,339
- Net assets (BOY)
- $12,370,711
Income & contributions
- Employer contributions
- $28,061
- Participant contributions
- $445,752
- Total contributions
- $480,543
- Total income / additions
- $3,641,808
Expenses & distributions
- Benefits paid
- $1,865,830
- Administrative expenses
- $55,562
- Total expenses
- $1,924,180
- Net increase / (decrease)
- $1,717,628
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $43,656 | $0 | 2023 |
| Osiac Wealth, Inc | BROKER/ADVISO R | $0 | $25,856 | 2023 |
| Tax Sheltered Compensation, Inc. | CONTRACT ADMI N | $5,503 | $5,000 | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $6,491 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Davanni'S, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in St Louis Park, MN
- Empower Annuity Insurance Company — Schedule C compensation
- Osiac Wealth, Inc — Schedule C compensation
- Tax Sheltered Compensation, Inc. — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation