D & H Employee Stock Ownership Plan — Form 5500 plan (D & H Corporate Group 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, D & H Employee Stock Ownership Plan is a benefit plan reported by D & H Corporate Group Inc. under EIN 88-2009462 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,607 participants and $288,933,356 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- D & H Corporate Group Inc.
- EIN
- 88-2009462
- Plan number
- 002
- Plan type
- 2
- Location
- Harrisburg, PA
- Latest filing year
- 2023
- Participants
- 1,607
- End-of-year plan assets
- $288,933,356
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,607 | H, C | 20250210123751NAL0018145521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $288,933,356
- Total liabilities (EOY)
- $194,274
- Net assets (EOY)
- $288,739,082
- Net assets (BOY)
- $184,071,250
Income & contributions
- Employer contributions
- $5,000,000
- Total contributions
- $5,000,000
- Total income / additions
- $120,391,090
Expenses & distributions
- Benefits paid
- $15,417,955
- Administrative expenses
- $305,303
- Total expenses
- $15,723,258
- Net increase / (decrease)
- $104,667,832
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morganstanley Smithbarney | NONE | $194,048 | $0 | 2023 |
| Conrad Siegel Inc | NONE | $73,940 | not reported in the loaded dataset | 2023 |
| Mckonly&Asbury | NONE | $18,720 | not reported in the loaded dataset | 2023 |
| Boles, Grove & Metzger, P.C. | NONE | $14,325 | not reported in the loaded dataset | 2023 |
| Invesco Capital Management LLC | NONE | $0 | $0 | 2023 |
| Blackrock Fund Advisors | NONE | $0 | $0 | 2023 |
| Jp Morgan Asset Management | NONE | $0 | $0 | 2023 |
| Principal Asset Management | NONE | $0 | $0 | 2023 |
| Proshares Trust | NONE | $0 | $0 | 2023 |
| Cohen & Steers Capital Inc | NONE | $0 | $0 | 2023 |
| Gqg Partners LLC | NONE | $0 | $0 | 2023 |
| Kkr Credit Advisors LLC | NONE | $0 | $0 | 2023 |
| Lazard Asset LLC | NONE | $0 | $0 | 2023 |
| Pacific Investment Company LLC | NONE | $0 | $0 | 2023 |
| Federated Hermes Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for D & H Corporate Group Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Harrisburg, PA
- Morganstanley Smithbarney — Schedule C compensation
- Conrad Siegel Inc — Schedule C compensation
- Mckonly&Asbury — Schedule C compensation
- Boles, Grove & Metzger, P.C. — Schedule C compensation
- Invesco Capital Management LLC — Schedule C compensation
- Blackrock Fund Advisors — Schedule C compensation
- Jp Morgan Asset Management — Schedule C compensation
- Principal Asset Management — Schedule C compensation
- Proshares Trust — Schedule C compensation
- Cohen & Steers Capital Inc — Schedule C compensation
- Gqg Partners LLC — Schedule C compensation
- Kkr Credit Advisors LLC — Schedule C compensation
- Lazard Asset LLC — Schedule C compensation
- Pacific Investment Company LLC — Schedule C compensation
- Federated Hermes Funds — Schedule C compensation