2023 Form 5500 filing — Donnelly Mechanical Corp. Profit Sharing Plan For Union Employees
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240509082112NAL0049890082001) for Donnelly Mechanical Corp. Profit Sharing Plan For Union Employees, reported by Donnelly Mechanical Corp. under EIN 11-2957503 and plan number 003. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240509082112NAL0049890082001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Donnelly Mechanical Corp.
- EIN
- 11-2957503
- Plan number
- 003
- Location
- Queens Village, NY
- Participants
- 184
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,951,801
- Net assets (EOY)
- $3,951,801
- Employer contributions
- $164,498
- Total income / additions
- $860,761
- Benefits paid
- $523,195
- Administrative expenses
- $13,646
- Total expenses
- $536,841
- Net increase / (decrease)
- $323,920
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Benefit Pensions Inc. | OTHER SERVICES | $9,407 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $3,491 | not reported in the loaded dataset |