Daugherty Systems, Inc. 401(K) Plan — Form 5500 plan (Daugherty Systems 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, Daugherty Systems, Inc. 401(K) Plan is a benefit plan reported by Daugherty Systems Inc under EIN 43-1447437 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,200 participants and $200,171,539 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Daugherty Systems Inc
EIN
43-1447437
Plan number
001
Plan type
2
Location
St Louis, MO
Latest filing year
2023
Participants
2,200
End-of-year plan assets
$200,171,539

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,200H, C20240923121955NAL0011341937001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$200,171,539
Total liabilities (EOY)
$0
Net assets (EOY)
$200,171,539
Net assets (BOY)
$159,395,771

Income & contributions

Employer contributions
$4,211,942
Participant contributions
$18,057,564
Total contributions
$26,646,072
Total income / additions
$58,012,317

Expenses & distributions

Benefits paid
$16,815,663
Administrative expenses
$407,761
Total expenses
$17,236,549
Net increase / (decrease)
$40,775,768

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$407,760$02023
Cetera Investment Advisers LLCINVESTMENT ADVISORY$0$204,1542023

Related Form 5500 pages