2023 Form 5500 filing — Donnelly-Boland And Associates 401(K) 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 20241014093418NAL0026919857001) for Donnelly-Boland And Associates 401(K) Savings Plan, reported by Donnelly-Boland And Associates under EIN 25-1685793 and plan number 001. It reports 587 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$41.9MReported net assets$41,941,682

Participants587

Provider compensation$9.1K2 Schedule C row(s)$9,118

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014093418NAL0026919857001
Plan sponsor: Donnelly-Boland And Associates
EIN: 25-1685793
Plan number: 001
Location: Pittsburgh, PA
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)$41.9M total assets

Net assets$41.9MLiabilities$0

Money in vs. money out

Total income / additions$9.7M

Total expenses$1.5M

Benefits paid / distributions$1.3M

Contributions

Employer$2M

Participant$1.6M

Full reported line items

Total assets (EOY): $41,941,682
Total liabilities (EOY): $0
Net assets (EOY): $41,941,682
Employer contributions: $1,985,654
Participant contributions: $1,595,326
Total income / additions: $9,677,775
Benefits paid: $1,347,493
Administrative expenses: $149,907
Total expenses: $1,497,400
Net increase / (decrease): $8,180,375

Schedule C

Reported service provider compensation

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

1
Commonwealth Financial Network$7.1K
REGISTERED INVESTMENT AD · Direct $7.1K
2
John Hancock Usa$2K
RECORDKEEPER · Direct $2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014093418NAL0026919857001 cover?: It is the 2023 Form 5500 filing for Donnelly-Boland And Associates 401(K) Savings Plan, reported by Donnelly-Boland And Associates (EIN 25-1685793).
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).