Donley'S 401(K) Retirement Plan — Form 5500 plan (Donley Companies, 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, Donley'S 401(K) Retirement Plan is a benefit plan reported by Donley Companies, Inc. under EIN 87-3916612 and plan number 002. The latest loaded filing year is 2023. The filing reports 717 participants and $18,466,263 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Donley Companies, Inc.
- EIN
- 87-3916612
- Plan number
- 002
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 717
- End-of-year plan assets
- $18,466,263
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 717 | H, C | 20240822125058NAL0005130017001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,466,263
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,466,263
- Net assets (BOY)
- $18,604,344
Income & contributions
- Employer contributions
- $561,357
- Participant contributions
- $1,299,224
- Total contributions
- $2,241,717
- Total income / additions
- $4,925,211
Expenses & distributions
- Benefits paid
- $4,999,014
- Administrative expenses
- $64,278
- Total expenses
- $5,063,292
- Net increase / (decrease)
- -$138,081
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $59,353 | $0 | 2023 |
| Kestra Investment Services, LLC | BROKER/ADVISOR | $0 | $30,595 | 2023 |
| Rea & Associates, Inc. | CONTRACT ADMIN | $4,500 | $5,000 | 2023 |
| Thornhill Financial, LLC | AUDITOR | $9,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Donley Companies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Empower Annuity Insurance Co — Schedule C compensation
- Kestra Investment Services, LLC — Schedule C compensation
- Rea & Associates, Inc. — Schedule C compensation
- Thornhill Financial, LLC — Schedule C compensation