Plan5500

Dana Innovations, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Innovations, Inc. (EIN 33-0005938) is a plan sponsor located in San Clemente, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
33-0005938
Location
San Clemente, CA
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$26.1MSummed across loaded plans$26,051,103
Total reported assets$26.1M$26,051,103
Total reported participants468
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$26.1M total assets
Net assets$26.1MLiabilities$0
Contributions & income
Employer contributions$649.1K
Participant contributions$2.1M
Total income / additions$7.3M
Expenses & distributions
Benefits paid / distributions$759.1K
Total expenses$791.9K
Net increase / (decrease)$6.5M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Dana Innovations, Inc. 401(K) Plan
Participants per plan234Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Dana Innovations, Inc. 401(K) Plan$26.1M
    Plan #001 · 281 participants · 2023
  2. 2
    Dana Innovations Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 187 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Dana Innovations, Inc.
YearPlanParticipantsSchedulesFiling
2023Dana Innovations Welfare Benefit Plan187—20240904122141NAL0032740576001
2023Dana Innovations, Inc. 401(K) Plan281H, C20250730181609NAL0002582547001

Related Form 5500 pages