2023 Form 5500 filing — Dana Kepner Company 401(K) 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 20241014155548NAL0026641809001) for Dana Kepner Company 401(K) Plan, reported by Dana Kepner Company, LLC under EIN 84-1292785 and plan number 002. It reports 252 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)$21.8MReported net assets$21,778,888
Participants252
Provider compensation$27.6K1 Schedule C row(s)$27,550
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014155548NAL0026641809001
Plan sponsor
Dana Kepner Company, LLC
EIN
84-1292785
Plan number
002
Location
Denver, CO
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)$21.8M total assets
Net assets$21.8MLiabilities$0
Money in vs. money out
Total income / additions$6M
Total expenses$1.6M
Benefits paid / distributions$1.6M
Contributions
Employer$977.8K
Participant$1.5M
Full reported line items
Total assets (EOY)
$21,778,888
Total liabilities (EOY)
$0
Net assets (EOY)
$21,778,888
Employer contributions
$977,842
Participant contributions
$1,473,731
Total income / additions
$5,979,484
Benefits paid
$1,551,175
Administrative expenses
$29,149
Total expenses
$1,580,324
Net increase / (decrease)
$4,399,160
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $27.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014155548NAL0026641809001 cover?
It is the 2023 Form 5500 filing for Dana Kepner Company 401(K) Plan, reported by Dana Kepner Company, LLC (EIN 84-1292785).
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).

Related Form 5500 pages