Daniel Defense, LLC Employees Savings Plan — Form 5500 plan (Daniel Defense, 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, Daniel Defense, LLC Employees Savings Plan is a benefit plan reported by Daniel Defense, LLC under EIN 58-2663175 and plan number 001. The latest loaded filing year is 2023. The filing reports 363 participants and $14,412,205 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Daniel Defense, LLC
EIN
58-2663175
Plan number
001
Plan type
2
Location
Blackcreek, GA
Latest filing year
2023
Participants
363
End-of-year plan assets
$14,412,205

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023363H, C20241008145927NAL0017837969001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,412,205
Total liabilities (EOY)
$0
Net assets (EOY)
$14,412,205
Net assets (BOY)
$11,135,665

Income & contributions

Employer contributions
$1,066,753
Participant contributions
$1,594,753
Total contributions
$2,682,166
Total income / additions
$4,738,565

Expenses & distributions

Benefits paid
$1,374,261
Administrative expenses
$87,764
Total expenses
$1,462,025
Net increase / (decrease)
$3,276,540

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Retirement Plan CompanyNONE$50,449$3842023
The Fiduciary GroupNONE$37,315not reported in the loaded dataset2023

Related Form 5500 pages