2023 Form 5500 filing — Dailey Company, Inc. 401(K) 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 20241015155021NAL0030234337001) for Dailey Company, Inc. 401(K) Profit Sharing Plan, reported by Dailey Company, Inc. under EIN 68-0545727 and plan number 001. It reports 194 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)$3.5MReported net assets$3,488,589
Participants194
Provider compensation$54K2 Schedule C row(s)$53,957
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015155021NAL0030234337001
Plan sponsor
Dailey Company, Inc.
EIN
68-0545727
Plan number
001
Location
College Station, TX
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)$3.5M total assets
Net assets$3.5MLiabilities$0
Money in vs. money out
Total income / additions$767.6K
Total expenses$215.4K
Benefits paid / distributions$210.3K
Contributions
Employer$152.4K
Participant$239.2K
Full reported line items
Total assets (EOY)
$3,488,589
Total liabilities (EOY)
$0
Net assets (EOY)
$3,488,589
Employer contributions
$152,397
Participant contributions
$239,244
Total income / additions
$767,562
Benefits paid
$210,270
Administrative expenses
$5,135
Total expenses
$215,405
Net increase / (decrease)
$552,157
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $27.7K
  2. 2
    ADVISOR/SERVICE PROVIDER · Direct $26.1K · Indirect $158

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015155021NAL0030234337001 cover?
It is the 2023 Form 5500 filing for Dailey Company, Inc. 401(K) Profit Sharing Plan, reported by Dailey Company, Inc. (EIN 68-0545727).
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