2023 Form 5500 filing — Dixie Electric Company, Inc. 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 20241014124916NAL0027308465001) for Dixie Electric Company, Inc. 401(K) Plan, reported by Dixie Electric Company, Inc. under EIN 63-0279539 and plan number 001. It reports 256 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014124916NAL0027308465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dixie Electric Company, Inc.
- EIN
- 63-0279539
- Plan number
- 001
- Location
- Montgomery, AL
- Participants
- 256
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,831,967
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,831,967
- Employer contributions
- $290,379
- Participant contributions
- $709,699
- Total income / additions
- $2,434,570
- Benefits paid
- $165,587
- Administrative expenses
- $60,170
- Total expenses
- $225,757
- Net increase / (decrease)
- $2,208,813
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Buckingham Asset Management, LLC | ADVISOR | $37,380 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORD-KEEPER | $20,895 | $0 |