2023 Form 5500 filing — D & H Employee Stock Ownership 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 20250210123751NAL0018145521001) for D & H Employee Stock Ownership Plan, reported by D & H Corporate Group Inc. under EIN 88-2009462 and plan number 002. It reports 1,607 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250210123751NAL0018145521001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- D & H Corporate Group Inc.
- EIN
- 88-2009462
- Plan number
- 002
- Location
- Harrisburg, PA
- Participants
- 1,607
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $288,933,356
- Total liabilities (EOY)
- $194,274
- Net assets (EOY)
- $288,739,082
- Employer contributions
- $5,000,000
- Total income / additions
- $120,391,090
- Benefits paid
- $15,417,955
- Administrative expenses
- $305,303
- Total expenses
- $15,723,258
- Net increase / (decrease)
- $104,667,832
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morganstanley Smithbarney | NONE | $194,048 | $0 |
| Conrad Siegel Inc | NONE | $73,940 | not reported in the loaded dataset |
| Mckonly&Asbury | NONE | $18,720 | not reported in the loaded dataset |
| Boles, Grove & Metzger, P.C. | NONE | $14,325 | not reported in the loaded dataset |
| Invesco Capital Management LLC | NONE | $0 | $0 |
| Blackrock Fund Advisors | NONE | $0 | $0 |
| Jp Morgan Asset Management | NONE | $0 | $0 |
| Principal Asset Management | NONE | $0 | $0 |
| Proshares Trust | NONE | $0 | $0 |
| Cohen & Steers Capital Inc | NONE | $0 | $0 |
| Gqg Partners LLC | NONE | $0 | $0 |
| Kkr Credit Advisors LLC | NONE | $0 | $0 |
| Lazard Asset LLC | NONE | $0 | $0 |
| Pacific Investment Company LLC | NONE | $0 | $0 |
| Federated Hermes Funds | NONE | $0 | $0 |