2023 Form 5500 filing — Dahlin Group, Inc. 401(K) Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240812114157NAL0020632738001) for Dahlin Group, Inc. 401(K) Retirement Plan, reported by Dahlin Group, Inc. under EIN 94-2455290 and plan number 001. It reports 255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$40.3MReported net assets$40,317,112

Participants255

Provider compensation$7182 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240812114157NAL0020632738001
Plan sponsor: Dahlin Group, Inc.
EIN: 94-2455290
Plan number: 001
Location: Pleasanton, CA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$40.3M total assets

Net assets$40.3MLiabilities$0

Money in vs. money out

Total income / additions$9.1M

Total expenses$3.4M

Benefits paid / distributions$3.4M

Contributions

Employer$0

Participant$1.7M

Full reported line items

Total assets (EOY): $40,317,112
Total liabilities (EOY): $0
Net assets (EOY): $40,317,112
Employer contributions: $0
Participant contributions: $1,745,129
Total income / additions: $9,129,577
Benefits paid: $3,367,611
Administrative expenses: $2,038
Total expenses: $3,369,649
Net increase / (decrease): $5,759,928

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Jpmorgan Invest Holdings LLC$715
RECORDKEEPER · Direct $715 · Indirect $0
2
Charles Schwab$3
BROKERAGE SERVICES · Direct $3

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240812114157NAL0020632738001 cover?: It is the 2023 Form 5500 filing for Dahlin Group, Inc. 401(K) Retirement Plan, reported by Dahlin Group, Inc. (EIN 94-2455290).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).