2023 Form 5500 filing — Dixon/Schwabl Advertising, Inc. 401(K) And 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 20241002101319NAL0003941795001) for Dixon/Schwabl Advertising, Inc. 401(K) And Profit Sharing Plan, reported by Dixon/Schwabl Advertising, Inc. under EIN 16-1409122 and plan number 001. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002101319NAL0003941795001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dixon/Schwabl Advertising, Inc.
- EIN
- 16-1409122
- Plan number
- 001
- Location
- Victor, NY
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,812,769
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,812,769
- Employer contributions
- $134,790
- Participant contributions
- $747,387
- Total income / additions
- $2,716,170
- Benefits paid
- $949,502
- Administrative expenses
- $85,727
- Total expenses
- $1,035,229
- Net increase / (decrease)
- $1,680,941
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burke Group | NONE | $56,781 | $0 |
| Alesco Advisors LLC | FINANCIAL ADVISOR | $28,946 | $0 |