2023 Form 5500 filing — W. B. Doner And Company Equity Pension 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 20241213093848NAL0020599680001) for W. B. Doner And Company Equity Pension Plan, reported by Doner Partners LLC under EIN 45-4831633 and plan number 001. It reports 433 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241213093848NAL0020599680001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Doner Partners LLC
- EIN
- 45-4831633
- Plan number
- 001
- Location
- Southfield, MI
- Participants
- 433
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,848,162
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,848,162
- Employer contributions
- $1,111,000
- Total income / additions
- $4,190,139
- Benefits paid
- $3,702,230
- Administrative expenses
- $452,367
- Total expenses
- $4,154,597
- Net increase / (decrease)
- $35,542
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Mgmt Trust Co | NONE | $128,482 | not reported in the loaded dataset |