The L.C. Doane Company 401(K) Savings And Retirement Plan — Form 5500 plan (L.C. Doane Company)
Plain-English plan 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, The L.C. Doane Company 401(K) Savings And Retirement Plan is a benefit plan reported by L.C. Doane Company under EIN 06-0708453 and plan number 001. The latest loaded filing year is 2023. The filing reports 128 participants and $8,971,887 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- L.C. Doane Company
- EIN
- 06-0708453
- Plan number
- 001
- Plan type
- 2
- Location
- Ivoryton, CT
- Latest filing year
- 2023
- Participants
- 128
- End-of-year plan assets
- $8,971,887
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 128 | H, C | 20240917070540NAL0001571347001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,971,887
- Net assets (EOY)
- $8,971,887
- Net assets (BOY)
- $8,310,867
Income & contributions
- Employer contributions
- $488,164
- Participant contributions
- $492,258
- Total contributions
- $986,526
- Total income / additions
- $2,114,397
Expenses & distributions
- Benefits paid
- $1,415,197
- Administrative expenses
- $38,180
- Total expenses
- $1,453,377
- Net increase / (decrease)
- $661,020
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $38,180 | $0 | 2023 |
| Integrated Wealth Concepts LLC | INVESTMENT ADVISORY | $0 | $20,601 | 2023 |