2023 Form 5500 filing — Danis & Affiliates Retirement 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 20241014074621NAL0014610323001) for Danis & Affiliates Retirement Plan, reported by Danis Building Construction Company under EIN 31-1361003 and plan number 001. It reports 764 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014074621NAL0014610323001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Danis Building Construction Company
- EIN
- 31-1361003
- Plan number
- 001
- Location
- Miamisburg, OH
- Participants
- 764
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $86,256,418
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $86,256,418
- Employer contributions
- $3,257,900
- Participant contributions
- $3,761,424
- Total income / additions
- $19,365,192
- Benefits paid
- $4,981,827
- Administrative expenses
- $207,027
- Total expenses
- $5,222,139
- Net increase / (decrease)
- $14,143,053
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oxford Financial Group Ltd | INVESTMENT ADVISOR | $206,449 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $577 | $0 |