Thomas W. Daniels & Co., P.C. 401(K) Plan — Form 5500 plan (Thomas W. Daniels & Co., P.C.)
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, Thomas W. Daniels & Co., P.C. 401(K) Plan is a benefit plan reported by Thomas W. Daniels & Co., P.C. under EIN 35-1937610 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $1,127,805 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thomas W. Daniels & Co., P.C.
- EIN
- 35-1937610
- Plan number
- 001
- Plan type
- 2
- Location
- Schererville, IN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20250113121200NAL0010147907001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $1,127,805
- Net assets (EOY)
- $1,127,805
- Net assets (BOY)
- $1,104,829
Income & contributions
- Participant contributions
- $63,958
- Total income / additions
- $356,732
Expenses & distributions
- Benefits paid
- $333,431
- Total expenses
- $333,756
- Net increase / (decrease)
- $22,976
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.