2023 Form 5500 filing — Davis & Towle Group, Inc. 401(K) Plan & Trust

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 20240716161832NAL0001777875001) for Davis & Towle Group, Inc. 401(K) Plan & Trust, reported by Davis & Towle Group, Inc. under EIN 02-0234049 and plan number 002. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$11.7MReported net assets$11,699,590

Participants127

Provider compensation$63K2 Schedule C row(s)$63,046

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240716161832NAL0001777875001
Plan sponsor: Davis & Towle Group, Inc.
EIN: 02-0234049
Plan number: 002
Location: Concord, NH
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$11.7M total assets

Net assets$11.7MLiabilities$0

Money in vs. money out

Total income / additions$3M

Total expenses$1.2M

Benefits paid / distributions$1.1M

Contributions

Employer$306.2K

Participant$875.5K

Full reported line items

Total assets (EOY): $11,699,590
Total liabilities (EOY): $0
Net assets (EOY): $11,699,590
Employer contributions: $306,206
Participant contributions: $875,531
Total income / additions: $2,977,929
Benefits paid: $1,103,927
Administrative expenses: $57,849
Total expenses: $1,161,776
Net increase / (decrease): $1,816,153

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Empower Annuity Insurance Company$57K
RECORDKEEPER · Direct $57K · Indirect $0
2
The Retirement Advantage, Inc$6.1K
CONTRACT ADMIN · Direct $1K · Indirect $5.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240716161832NAL0001777875001 cover?: It is the 2023 Form 5500 filing for Davis & Towle Group, Inc. 401(K) Plan & Trust, reported by Davis & Towle Group, Inc. (EIN 02-0234049).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).