Teamsters Local 957 401(K) Plan — Form 5500 plan (Dayton Heidelberg Distributing Co., LLC)
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, Teamsters Local 957 401(K) Plan is a benefit plan reported by Dayton Heidelberg Distributing Co., LLC under EIN 31-0620091 and plan number 003. The latest loaded filing year is 2023. The filing reports 271 participants and $3,355,250 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dayton Heidelberg Distributing Co., LLC
- EIN
- 31-0620091
- Plan number
- 003
- Plan type
- 2
- Location
- Moraine, OH
- Latest filing year
- 2023
- Participants
- 271
- End-of-year plan assets
- $3,355,250
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 271 | H, C | 20241014071532NAL0051391426001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,355,250
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,355,250
- Net assets (BOY)
- $2,966,806
Income & contributions
- Employer contributions
- $144,971
- Participant contributions
- $10,331
- Total contributions
- $317,499
- Total income / additions
- $742,583
Expenses & distributions
- Benefits paid
- $349,441
- Administrative expenses
- $3,711
- Total expenses
- $354,139
- Net increase / (decrease)
- $388,444
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $3,012 | $0 | 2023 |
| Esler & Vanderschaaff Co., Lpa | NONE | $694 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | NONE | $5 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dayton Heidelberg Distributing Co., LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Moraine, OH
- Empower Annuity Insurance Company O — Schedule C compensation
- Esler & Vanderschaaff Co., Lpa — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation