2023 Form 5500 filing — Dean Distributing, Inc. Profit Sharing 401(K) Plan & Trust
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 20240902054124NAL0036467714001) for Dean Distributing, Inc. Profit Sharing 401(K) Plan & Trust, reported by Dean Distributing, Inc. under EIN 39-1040720 and plan number 003. It reports 153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240902054124NAL0036467714001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dean Distributing, Inc.
- EIN
- 39-1040720
- Plan number
- 003
- Location
- Green Bay, WI
- Participants
- 153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,612,244
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,612,244
- Employer contributions
- $143,299
- Participant contributions
- $735,552
- Total income / additions
- $3,691,716
- Benefits paid
- $791,443
- Administrative expenses
- $41,187
- Total expenses
- $833,605
- Net increase / (decrease)
- $2,858,111
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Equity Services, Inc. | INVESTMENT/FINANCIAL ADVI | $28,987 | $0 |
| Adp, Inc. | RECORD KEEPER | $12,200 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |