Datrose 401(K) Plan — Form 5500 plan (Datrose, Inc.)

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, Datrose 401(K) Plan is a benefit plan reported by Datrose, Inc. under EIN 16-1078966 and plan number 001. The latest loaded filing year is 2023. The filing reports 246 participants and $3,658,634 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Datrose, Inc.
EIN
16-1078966
Plan number
001
Plan type
2
Location
Webster, NY
Latest filing year
2023
Participants
246
End-of-year plan assets
$3,658,634

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023246I20240728192040NAL0011991859001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$3,658,634
Total liabilities (EOY)
$0
Net assets (EOY)
$3,658,634
Net assets (BOY)
$3,316,886

Income & contributions

Employer contributions
$0
Participant contributions
$139,572
Total income / additions
$739,760

Expenses & distributions

Benefits paid
$387,216
Administrative expenses
$10,796
Total expenses
$398,012
Net increase / (decrease)
$341,748

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages