2023 Form 5500 filing — The Daniel And Henry Co. Salary Savings 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 20241007064838NAL0031172722001) for The Daniel And Henry Co. Salary Savings Plan, reported by The Daniel And Henry Co. under EIN 43-0634945 and plan number 003. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007064838NAL0031172722001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- The Daniel And Henry Co.
- EIN
- 43-0634945
- Plan number
- 003
- Location
- St. Louis, MO
- Participants
- 161
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,835,424
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,835,424
- Employer contributions
- $322,829
- Participant contributions
- $812,168
- Total income / additions
- $4,643,288
- Benefits paid
- $4,101,608
- Administrative expenses
- $83,525
- Total expenses
- $4,185,133
- Net increase / (decrease)
- $458,155
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | NONE | $42,456 | not reported in the loaded dataset |
| Moneta Group LLC | NONE | $41,069 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $7,479 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |