2023 Form 5500 filing — Dooley Tackaberry, Inc. Employees' Savings 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 20240830051427NAL0031444738001) for Dooley Tackaberry, Inc. Employees' Savings Plan, reported by Dooley Tackaberry, Inc. under EIN 74-0596427 and plan number 001. It reports 105 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830051427NAL0031444738001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dooley Tackaberry, Inc.
- EIN
- 74-0596427
- Plan number
- 001
- Location
- Deer Park, TX
- Participants
- 105
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,432,439
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,432,439
- Participant contributions
- $387,991
- Total income / additions
- $1,618,620
- Benefits paid
- $1,050,607
- Administrative expenses
- $64,514
- Total expenses
- $1,128,450
- Net increase / (decrease)
- $490,170
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiduciary Consulting Group, Inc | INDEPENDENT FIDUCIARY | $28,355 | $0 |
| Raymond James Financial Service | INVESTMENT/FINANCIAL ADVI | $23,238 | $0 |
| Melton & Melton Llp | AUDITOR | $10,200 | $0 |
| Adp, Inc. | RECORD KEEPER | $2,721 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |