Doerfer Corporation 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Doerfer Corporation)
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, Doerfer Corporation 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Doerfer Corporation under EIN 91-2193380 and plan number 002. The latest loaded filing year is 2023. The filing reports 453 participants and $36,133,214 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Doerfer Corporation
- EIN
- 91-2193380
- Plan number
- 002
- Plan type
- 2
- Location
- Waverly, IA
- Latest filing year
- 2023
- Participants
- 453
- End-of-year plan assets
- $36,133,214
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 453 | H, C | 20241010122522NAL0035676864001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,133,214
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,133,214
- Net assets (BOY)
- $32,438,499
Income & contributions
- Employer contributions
- $434,942
- Participant contributions
- $1,862,122
- Total contributions
- $2,635,743
- Total income / additions
- $7,586,420
Expenses & distributions
- Benefits paid
- $3,791,717
- Administrative expenses
- $99,988
- Total expenses
- $3,891,705
- Net increase / (decrease)
- $3,694,715
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner | INVESTMENT ADVISORY PLAN | $81,956 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $19,093 | not reported in the loaded dataset | 2023 |