Dan Deery Motor Co. Profit Sharing Plan — Form 5500 plan (Dan Deery Motor Co.)
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, Dan Deery Motor Co. Profit Sharing Plan is a benefit plan reported by Dan Deery Motor Co. under EIN 42-1122479 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $14,111,248 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dan Deery Motor Co.
- EIN
- 42-1122479
- Plan number
- 001
- Plan type
- 2
- Location
- Cedar Falls, IA
- Latest filing year
- 2023
- Participants
- 175
- End-of-year plan assets
- $14,111,248
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 175 | H, C | 20241014121308NAL0014901347001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,111,248
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,111,248
- Net assets (BOY)
- $11,603,516
Income & contributions
- Employer contributions
- $262,368
- Participant contributions
- $913,864
- Total contributions
- $1,176,232
- Total income / additions
- $3,273,384
Expenses & distributions
- Benefits paid
- $745,021
- Administrative expenses
- $17,971
- Total expenses
- $765,652
- Net increase / (decrease)
- $2,507,732
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $17,970 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dan Deery Motor Co.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Cedar Falls, IA
- Principal Life Insurance Company — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation