2023 Form 5500 filing — Dsm Us Large Cap Growth Fund

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 20240916135034NAL0002180016001) for Dsm Us Large Cap Growth Fund, reported by Hand Benefits & Trust Company under EIN 74-2008758 and plan number 190. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 4 · 2023

Filing snapshot

Net assets (EOY)$159.9MReported net assets$159,880,296
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240916135034NAL0002180016001
Plan sponsor
Hand Benefits & Trust Company
EIN
74-2008758
Plan number
190
Location
Houston, TX
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)$160.7M total assets
Net assets$159.9MLiabilities$780.3K
Money in vs. money out
Total income / additions$40.4M
Total expenses$731.7K
Benefits paid / distributions$0
Full reported line items
Total assets (EOY)
$160,660,582
Total liabilities (EOY)
$780,286
Net assets (EOY)
$159,880,296
Total income / additions
$40,359,942
Benefits paid
$0
Administrative expenses
$731,741
Total expenses
$731,741
Net increase / (decrease)
$39,628,201

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240916135034NAL0002180016001 cover?
It is the 2023 Form 5500 filing for Dsm Us Large Cap Growth Fund, reported by Hand Benefits & Trust Company (EIN 74-2008758).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages