The Daniel And Henry Co. Salary Savings Plan — Form 5500 plan (The Daniel And Henry 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, The Daniel And Henry Co. Salary Savings Plan is a benefit plan reported by The Daniel And Henry Co. under EIN 43-0634945 and plan number 003. The latest loaded filing year is 2023. The filing reports 161 participants and $22,835,424 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Daniel And Henry Co.
- EIN
- 43-0634945
- Plan number
- 003
- Plan type
- 3
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 161
- End-of-year plan assets
- $22,835,424
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 161 | H, C | 20241007064838NAL0031172722001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,835,424
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,835,424
- Net assets (BOY)
- $22,377,269
Income & contributions
- Employer contributions
- $322,829
- Participant contributions
- $812,168
- Total contributions
- $1,171,576
- Total income / additions
- $4,643,288
Expenses & distributions
- Benefits paid
- $4,101,608
- Administrative expenses
- $83,525
- Total expenses
- $4,185,133
- Net increase / (decrease)
- $458,155
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Retirement Plan Services | NONE | $42,456 | not reported in the loaded dataset | 2023 |
| Moneta Group LLC | NONE | $41,069 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $7,479 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Daniel And Henry Co.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Epic Retirement Plan Services — Schedule C compensation
- Moneta Group LLC — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation