Bill Doran Company Employee Savings And Retirement Plan — Form 5500 plan (Bill Doran 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, Bill Doran Company Employee Savings And Retirement Plan is a benefit plan reported by Bill Doran LLC under EIN 36-2086467 and plan number 001. The latest loaded filing year is 2023. The filing reports 537 participants and $9,618,719 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bill Doran LLC
- EIN
- 36-2086467
- Plan number
- 001
- Plan type
- 2
- Location
- Rockford, IL
- Latest filing year
- 2023
- Participants
- 537
- End-of-year plan assets
- $9,618,719
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 537 | H, C | 20241006102606NAL0014899105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,618,719
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,618,719
- Net assets (BOY)
- $8,004,205
Income & contributions
- Employer contributions
- $43,861
- Participant contributions
- $770,445
- Total contributions
- $866,379
- Total income / additions
- $2,184,949
Expenses & distributions
- Benefits paid
- $513,727
- Administrative expenses
- $56,708
- Total expenses
- $570,435
- Net increase / (decrease)
- $1,614,514
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| July Business Services LLC | RECORDKEEPING | $37,866 | not reported in the loaded dataset | 2023 |
| Dubuque Bank And Trust Company | NONE | $33,042 | $0 | 2023 |