Plan5500

Dickinson Financial Corporation — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Dickinson Financial Corporation (EIN 43-1487933) is a plan sponsor located in Kansas City, MO with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
43-1487933
Location
Kansas City, MO
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Dickinson Financial Corporation

  • 2 loaded plans hold $66.5M in reported assets.
  • The largest, Dickinson Financial Corporation Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,893 reported participants.
  • 1 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$66.5MSummed across loaded plans$66,512,219
Total reported assets$66.5M$66,528,928
Total reported participants1.9K1,893
Total reported liabilities$16.7K$16,709

Reported net position

Reported assets = net assets + liabilities (summed)$66.5M total assets
Net assets$66.5MLiabilities$16.7K
Contributions & income
Employer contributions$981.4K
Participant contributions$2.9M
Total income / additions$14.3M
Expenses & distributions
Benefits paid / distributions$4.1M
Total expenses$4.3M
Net increase / (decrease)$10M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Dickinson Financial Corporation Retirement Plan
Participants per plan947Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Dickinson Financial Corporation Retirement Plan$66.5M
    Plan #001 · 1,156 participants · 2023
  2. 2
    Dickinson Financial Corporation Health And Welfare Plannot reported in the loaded dataset
    Plan #507 · 737 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Dickinson Financial Corporation. Open one for its full reported snapshot.

  1. 2023
    Dickinson Financial Corporation Health And Welfare Plan737 participants · 2Sch C
    View filing →
  2. 2023
    Dickinson Financial Corporation Retirement Plan1,156 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Dickinson Financial Corporation report on Form 5500?
Dickinson Financial Corporation (EIN 43-1487933) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Dickinson Financial Corporation?
The Employer Identification Number (EIN) reported for Dickinson Financial Corporation is 43-1487933.
What is the latest Form 5500 filing year for Dickinson Financial Corporation?
The latest loaded Form 5500 filing year for Dickinson Financial Corporation is 2023.

Related Form 5500 pages