Don Services, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Don Services, 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, Don Services, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Don Services, Inc. under EIN 33-1120614 and plan number 001. The latest loaded filing year is 2023. The filing reports 536 participants and $2,501,248 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Don Services, Inc.
- EIN
- 33-1120614
- Plan number
- 001
- Plan type
- 2
- Location
- New Castle, PA
- Latest filing year
- 2023
- Participants
- 536
- End-of-year plan assets
- $2,501,248
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 536 | H, C | 20241015204017NAL0017195171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,501,248
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,501,248
- Net assets (BOY)
- $2,406,575
Income & contributions
- Employer contributions
- $149,895
- Participant contributions
- $258,092
- Total contributions
- $412,323
- Total income / additions
- $822,693
Expenses & distributions
- Benefits paid
- $683,367
- Administrative expenses
- $44,653
- Total expenses
- $728,020
- Net increase / (decrease)
- $94,673
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Baker Tilly Vantagen, LLC | N/A | $13,089 | not reported in the loaded dataset | 2023 |
| Don Services | N/A | $13,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co | N/A | $12,965 | $0 | 2023 |
| Baker Tilly Virchow Krause, Llp | N/A | $5,600 | $1,215 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Don Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in New Castle, PA
- Baker Tilly Vantagen, LLC — Schedule C compensation
- Don Services — Schedule C compensation
- Empower Annuity Insurance Co — Schedule C compensation
- Baker Tilly Virchow Krause, Llp — Schedule C compensation