2023 Form 5500 filing — Dolben Employee 401(K) 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 20241003132401NAL0005738819001) for Dolben Employee 401(K) Plan, reported by The Dolben Company, Inc. under EIN 04-3098422 and plan number 001. It reports 516 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$26.7MReported net assets$26,720,714
Participants516
Provider compensation$57K3 Schedule C row(s)$57,013
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241003132401NAL0005738819001
Plan sponsor
The Dolben Company, Inc.
EIN
04-3098422
Plan number
001
Location
Woburn, MA
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)$26.7M total assets
Net assets$26.7MLiabilities$0
Money in vs. money out
Total income / additions$6.7M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$719.9K
Participant$1.8M
Full reported line items
Total assets (EOY)
$26,720,714
Total liabilities (EOY)
$0
Net assets (EOY)
$26,720,714
Employer contributions
$719,939
Participant contributions
$1,788,181
Total income / additions
$6,716,582
Benefits paid
$1,617,006
Administrative expenses
$57,013
Total expenses
$1,674,019
Net increase / (decrease)
$5,042,563
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $39.5K
  2. 2
    RECORDKEEPER · Direct $15.1K · Indirect $0
  3. 3
    ADVISOR · Direct $2.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003132401NAL0005738819001 cover?
It is the 2023 Form 5500 filing for Dolben Employee 401(K) Plan, reported by The Dolben Company, Inc. (EIN 04-3098422).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages