Original filing (PDF)20250915160337NAL0002086304004

DONNELLY ENTERPRISES, LTD. PROFIT SHARIN

Name: DONNELLY ENTERPRISES, LTD. PROFIT SHARIN — DONNELLY ENTERPRISES, LTD PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: DONNELLY ENTERPRISES, LTD. PROFIT SHARIN

Form 5500-SF

FILING_RECEIVED

DONNELLY ENTERPRISES, LTD PROFIT SHARING PLAN & TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DONNELLY ENTERPRISES, LTD. PROFIT SHARIN.

Plan sponsor

Name

DONNELLY ENTERPRISES, LTD. PROFIT SHARIN

EIN

76-0114420

Address

PROFIT SHARING PLAN TRUST · 100 EAST NASA PKWY #104 · WEBSTER, TX · 77598

Phone

(281) 488-3127

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-09-15

Pension benefit codes

2E · Profit-sharing

3F · Sponsor used leased employees

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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