2023 Form 5500 filing — Daubert Industries, Inc. 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 20241014150154NAL0044996592001) for Daubert Industries, Inc. Profit Sharing Plan, reported by Daubert Industries, Inc. under EIN 36-4161062 and plan number 001. It reports 267 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014150154NAL0044996592001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Daubert Industries, Inc.
- EIN
- 36-4161062
- Plan number
- 001
- Location
- Burr Ridge, IL
- Participants
- 267
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,916,610
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,916,610
- Employer contributions
- $1,312,424
- Participant contributions
- $2,054,434
- Total income / additions
- $15,540,525
- Benefits paid
- $8,053,436
- Administrative expenses
- -$20,922
- Total expenses
- $8,032,514
- Net increase / (decrease)
- $7,508,011
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $17,917 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$38,839 | $0 |