2023 Form 5500 filing — Dana Investment Advisors, Inc. Profit Sharing & 401(K) Plan
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 20240522102518NAL0001942339001) for Dana Investment Advisors, Inc. Profit Sharing & 401(K) Plan, reported by Dana Investment Advisors Inc. under EIN 39-1512278 and plan number 001. It reports 53 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240522102518NAL0001942339001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dana Investment Advisors Inc.
- EIN
- 39-1512278
- Plan number
- 001
- Location
- Waukesha, WI
- Participants
- 53
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,129,677
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,129,677
- Employer contributions
- $1,437,061
- Participant contributions
- $809,363
- Total income / additions
- $18,122,178
- Benefits paid
- $1,029,632
- Administrative expenses
- $4,388
- Total expenses
- $1,038,387
- Net increase / (decrease)
- $17,083,791
- Schedule source
- Schedule I