Daubert Industries, Inc. Profit Sharing Plan — Form 5500 plan (Daubert Industries, 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, Daubert Industries, Inc. Profit Sharing Plan is a benefit plan reported by Daubert Industries, Inc. under EIN 36-4161062 and plan number 001. The latest loaded filing year is 2023. The filing reports 267 participants and $55,916,610 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Daubert Industries, Inc.
EIN
36-4161062
Plan number
001
Plan type
2
Location
Burr Ridge, IL
Latest filing year
2023
Participants
267
End-of-year plan assets
$55,916,610

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023267H, C20241014150154NAL0044996592001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$55,916,610
Total liabilities (EOY)
$0
Net assets (EOY)
$55,916,610
Net assets (BOY)
$48,408,599

Income & contributions

Employer contributions
$1,312,424
Participant contributions
$2,054,434
Total contributions
$3,689,018
Total income / additions
$15,540,525

Expenses & distributions

Benefits paid
$8,053,436
Administrative expenses
-$20,922
Total expenses
$8,032,514
Net increase / (decrease)
$7,508,011

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$17,917not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$38,839$02023

Related Form 5500 pages