2023 Form 5500 filing — Daniels Management Inc., 401k Profit Sharing Plan And Trust
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 20241106074004NAL0005200099001) for Daniels Management Inc., 401k Profit Sharing Plan And Trust, reported by Daniels Management, Inc. under EIN 38-2061095 and plan number 002. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241106074004NAL0005200099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Daniels Management, Inc.
- EIN
- 38-2061095
- Plan number
- 002
- Location
- Lakewood Ranch, FL
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,545,658
- Net assets (EOY)
- $5,545,658
- Total income / additions
- $1,140,474
- Benefits paid
- $476,458
- Total expenses
- $489,881
- Net increase / (decrease)
- $650,593
- Schedule source
- Schedule I