Donatelle Plastics, Inc. 401(K) Salary Reduction Plan — Form 5500 plan (Donatelle Plastics, 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, Donatelle Plastics, Inc. 401(K) Salary Reduction Plan is a benefit plan reported by Donatelle Plastics, Inc. under EIN 41-1390376 and plan number 002. The latest loaded filing year is 2023. The filing reports 412 participants and $28,051,237 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Donatelle Plastics, Inc.
EIN
41-1390376
Plan number
002
Plan type
2
Location
New Brighton, MN
Latest filing year
2023
Participants
412
End-of-year plan assets
$28,051,237

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023412H, C20241010135809NAL0010072291001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,051,237
Net assets (EOY)
$28,051,237
Net assets (BOY)
$25,617,602

Income & contributions

Employer contributions
$359,613
Participant contributions
$1,332,341
Total contributions
$1,692,753
Total income / additions
$6,429,409

Expenses & distributions

Benefits paid
$3,913,364
Administrative expenses
$70,301
Total expenses
$3,995,774
Net increase / (decrease)
$2,433,635

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cliftonlarsonallen Wealth AdvisorsINVESTMENT ADVISOR$35,000not reported in the loaded dataset2023
Empower Advisory GroupINVESTMENT MANAGEMENT$22,534not reported in the loaded dataset2023
Smith, Schafer & Associates, Ltd.AUDITOR$7,950not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$4,818not reported in the loaded dataset2023

Related Form 5500 pages