2023 Form 5500 filing — Dahl & Groezinger, Inc. Profit Sharing 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 20240927173329NAL0002616561001) for Dahl & Groezinger, Inc. Profit Sharing Plan, reported by Dahl & Groezinger under EIN 61-0608053 and plan number 002. It reports 20 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.4MReported net assets$8,445,482
Participants20
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240927173329NAL0002616561001
Plan sponsor
Dahl & Groezinger
EIN
61-0608053
Plan number
002
Location
Owensboro, KY
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$8.4M total assets
Net assets$8.4MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$372.1K
Benefits paid / distributions$384.1K
Contributions
Employer$78.6K
Participant$0
Full reported line items
Total assets (EOY)
$8,445,482
Total liabilities (EOY)
$0
Net assets (EOY)
$8,445,482
Employer contributions
$78,645
Participant contributions
$0
Total income / additions
$1,290,966
Benefits paid
$384,131
Administrative expenses
-$12,003
Total expenses
$372,128
Net increase / (decrease)
$918,838

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927173329NAL0002616561001 cover?
It is the 2023 Form 5500 filing for Dahl & Groezinger, Inc. Profit Sharing Plan, reported by Dahl & Groezinger (EIN 61-0608053).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages