Daniels Management Inc., 401k Profit Sharing Plan And Trust — Form 5500 plan (Daniels Management, 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, Daniels Management Inc., 401k Profit Sharing Plan And Trust is a benefit plan reported by Daniels Management, Inc. under EIN 38-2061095 and plan number 002. The latest loaded filing year is 2023. The filing reports 2 participants and $5,545,658 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Daniels Management, Inc.
- EIN
- 38-2061095
- Plan number
- 002
- Plan type
- 2
- Location
- Lakewood Ranch, FL
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $5,545,658
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20241106074004NAL0005200099001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,545,658
- Net assets (EOY)
- $5,545,658
- Net assets (BOY)
- $4,895,065
Income & contributions
- Total income / additions
- $1,140,474
Expenses & distributions
- Benefits paid
- $476,458
- Total expenses
- $489,881
- Net increase / (decrease)
- $650,593
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.