Donnelly Mechanical Corp. Profit Sharing Plan For Union Employees — Form 5500 plan (Donnelly Mechanical Corp.)
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, Donnelly Mechanical Corp. Profit Sharing Plan For Union Employees is a benefit plan reported by Donnelly Mechanical Corp. under EIN 11-2957503 and plan number 003. The latest loaded filing year is 2023. The filing reports 184 participants and $3,951,801 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Donnelly Mechanical Corp.
- EIN
- 11-2957503
- Plan number
- 003
- Plan type
- 2
- Location
- Queens Village, NY
- Latest filing year
- 2023
- Participants
- 184
- End-of-year plan assets
- $3,951,801
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 184 | H, C | 20240509082112NAL0049890082001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,951,801
- Net assets (EOY)
- $3,951,801
- Net assets (BOY)
- $3,627,881
Income & contributions
- Employer contributions
- $164,498
- Total contributions
- $164,498
- Total income / additions
- $860,761
Expenses & distributions
- Benefits paid
- $523,195
- Administrative expenses
- $13,646
- Total expenses
- $536,841
- Net increase / (decrease)
- $323,920
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Benefit Pensions Inc. | OTHER SERVICES | $9,407 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $3,491 | not reported in the loaded dataset | 2023 |