Dannis Woliver Kelley Profit Sharing Plan — Form 5500 plan (Dannis Woliver Kelley)
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, Dannis Woliver Kelley Profit Sharing Plan is a benefit plan reported by Dannis Woliver Kelley under EIN 94-3172834 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $31,542,958 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dannis Woliver Kelley
- EIN
- 94-3172834
- Plan number
- 001
- Plan type
- 2
- Location
- Berkeley, CA
- Latest filing year
- 2023
- Participants
- 133
- End-of-year plan assets
- $31,542,958
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | H, C | 20241015122532NAL0016380355001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,542,958
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,542,958
- Net assets (BOY)
- $26,813,120
Income & contributions
- Employer contributions
- $532,687
- Participant contributions
- $1,251,975
- Total contributions
- $1,809,078
- Total income / additions
- $6,306,663
Expenses & distributions
- Benefits paid
- $1,530,599
- Administrative expenses
- $46,226
- Total expenses
- $1,576,825
- Net increase / (decrease)
- $4,729,838
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nwk Group, Inc. | ADVISOR | $22,500 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $19,941 | $0 | 2023 |