How many benefit plans does Dalby, Wendland & Co.,P.C. report on Form 5500?

Dalby, Wendland & Co.,P.C. (EIN 84-0795096) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Dalby, Wendland & Co.,P.C.?

The Employer Identification Number (EIN) reported for Dalby, Wendland & Co.,P.C. is 84-0795096.

What is the latest Form 5500 filing year for Dalby, Wendland & Co.,P.C.?

The latest loaded Form 5500 filing year for Dalby, Wendland & Co.,P.C. is 2023.

Dalby, Wendland & Co.,P.C. — 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, Dalby, Wendland & Co.,P.C. (EIN 84-0795096) is a plan sponsor located in Grand Junction, CO with 1 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: 84-0795096
Location: Grand Junction, CO
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $14,906,334
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $14,906,334

Contributions & income

Employer contributions: $829,567
Participant contributions: $1,135,537
Total income / additions: $4,641,128

Expenses & distributions

Benefits paid / distributions: $2,488,403
Total expenses: $2,538,125
Net increase / (decrease): $2,103,003

Coverage

Total reported participants: 192
Plans with financial statements: 1
Plans with provider compensation: 2

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.

Largest loaded plans by reported assets

Dalby, Wendland & Co.,P.C. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Dalby, Wendland And Company, P. C. Salary	001	127	$14,906,334	2023
Dalby, Wendland & Co.,P.C. Group Health Benefit Pl	501	65	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Dalby, Wendland & Co.,P.C.
Year	Plan	Participants	Schedules	Filing
2023	Dalby, Wendland & Co.,P.C. Group Health Benefit Pl	65	I, C	20240529155657NAL0012341425001
2023	Dalby, Wendland And Company, P. C. Salary	127	H, C	20241014122109NAL0027253777001