2023 Form 5500 filing — Dan Deery Motor Co. Profit Sharing 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 20241014121308NAL0014901347001) for Dan Deery Motor Co. Profit Sharing Plan, reported by Dan Deery Motor Co. under EIN 42-1122479 and plan number 001. It reports 175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014121308NAL0014901347001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dan Deery Motor Co.
- EIN
- 42-1122479
- Plan number
- 001
- Location
- Cedar Falls, IA
- Participants
- 175
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,111,248
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,111,248
- Employer contributions
- $262,368
- Participant contributions
- $913,864
- Total income / additions
- $3,273,384
- Benefits paid
- $745,021
- Administrative expenses
- $17,971
- Total expenses
- $765,652
- Net increase / (decrease)
- $2,507,732
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $17,970 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |