W. B. Doner And Company Equity Pension Plan — Form 5500 plan (Doner Partners LLC)
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, W. B. Doner And Company Equity Pension Plan is a benefit plan reported by Doner Partners LLC under EIN 45-4831633 and plan number 001. The latest loaded filing year is 2023. The filing reports 433 participants and $22,848,162 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Doner Partners LLC
- EIN
- 45-4831633
- Plan number
- 001
- Plan type
- 2
- Location
- Southfield, MI
- Latest filing year
- 2023
- Participants
- 433
- End-of-year plan assets
- $22,848,162
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 433 | H, C | 20241213093848NAL0020599680001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,848,162
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,848,162
- Net assets (BOY)
- $22,812,620
Income & contributions
- Employer contributions
- $1,111,000
- Total contributions
- $1,111,000
- Total income / additions
- $4,190,139
Expenses & distributions
- Benefits paid
- $3,702,230
- Administrative expenses
- $452,367
- Total expenses
- $4,154,597
- Net increase / (decrease)
- $35,542
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Mgmt Trust Co | NONE | $128,482 | not reported in the loaded dataset | 2023 |