2023 Form 5500 filing — Dow Wealth Management 401(K) Profit Sharing 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 20240912123828NAL0005149971001) for Dow Wealth Management 401(K) Profit Sharing Plan & Trust, reported by Dow Wealth Management under EIN 45-2452021 and plan number 001. It reports 13 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240912123828NAL0005149971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dow Wealth Management
- EIN
- 45-2452021
- Plan number
- 001
- Location
- Falmouth, ME
- Participants
- 13
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,077,338
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,077,338
- Employer contributions
- $62,185
- Participant contributions
- $185,871
- Total income / additions
- $604,197
- Benefits paid
- $49,925
- Administrative expenses
- $135
- Total expenses
- $50,060
- Net increase / (decrease)
- $554,137
- Schedule source
- Schedule I