Plan5500

Daedalus Investments LLC Employee Benefit Plan — Form 5500 plan (Daedalus Investments LLC)

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, Daedalus Investments LLC Employee Benefit Plan is a benefit plan reported by Daedalus Investments LLC under EIN 88-3594838 and plan number 501. The latest loaded filing year is 2023. The filing reports 65 participants and $104,937 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Daedalus Investments LLC
EIN
88-3594838
Plan number
501
Plan type
2
Location
Myerstown, PA
Latest filing year
2023
Participants
65
End-of-year plan assets
$104,937

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202365I, C20250716122806NAL0006850626001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$104,937
Total liabilities (EOY)
$58,445
Net assets (EOY)
$46,492
Net assets (BOY)
$0

Income & contributions

Employer contributions
$674,373
Participant contributions
$149,974
Total income / additions
$825,200

Expenses & distributions

Benefits paid
$384,865
Administrative expenses
-$9,531
Total expenses
$778,708
Net increase / (decrease)
$46,492

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tompkins InsuranceBROKER$21,665not reported in the loaded dataset2023
The Benecon GroupBROKER$19,485not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$3,380not reported in the loaded dataset2023

Related Form 5500 pages