Donnelly-Boland And Associates 401(K) Savings Plan — Form 5500 plan (Donnelly-Boland And Associates)
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-Boland And Associates 401(K) Savings Plan is a benefit plan reported by Donnelly-Boland And Associates under EIN 25-1685793 and plan number 001. The latest loaded filing year is 2023. The filing reports 587 participants and $41,941,682 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$41.9MPlan net assets, end of year$41,941,682
Participants587Covered participants reported
Assets / participant$71.5KComputed: assets ÷ participants$71,451 (computed)
Provider compensation$9.1K2 Schedule C provider row(s)$9,118
- Plan sponsor
- Donnelly-Boland And Associates
- EIN
- 25-1685793
- Plan number
- 001
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 587 | H, C | 20241014093418NAL0026919857001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$41.9M total assets
Net assets$41.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $41,941,682
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,941,682
- Net assets (BOY)
- $33,761,307
Income & contributions
- Employer contributions
- $1,985,654
- Participant contributions
- $1,595,326
- Total contributions
- $4,150,577
- Total income / additions
- $9,677,775
Expenses & distributions
- Benefits paid
- $1,347,493
- Administrative expenses
- $149,907
- Total expenses
- $1,497,400
- Net increase / (decrease)
- $8,180,375
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
55%45%
Employer 55%Participant 45%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income14%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Financial Network | REGISTERED INVESTMENT AD | $7,118 | not reported in the loaded dataset | 2023 |
| John Hancock Usa | RECORDKEEPER | $2,000 | $0 | 2023 |