2023 Form 5500 filing — Dolese Pension 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 20241015100943NAL0029213921001) for Dolese Pension Plan, reported by Dolese Bros. Co. under EIN 73-1359190 and plan number 005. It reports 627 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)$40.9MReported net assets$40,860,309

Participants627

Provider compensation$51.2K1 Schedule C row(s)$51,182

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015100943NAL0029213921001
Plan sponsor: Dolese Bros. Co.
EIN: 73-1359190
Plan number: 005
Location: Oklahoma City, OK
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)$40.9M total assets

Net assets$40.9MLiabilities$0

Money in vs. money out

Total income / additions$3.4M

Total expenses$3.1M

Benefits paid / distributions$3M

Full reported line items

Total assets (EOY): $40,860,309
Total liabilities (EOY): $0
Net assets (EOY): $40,860,309
Total income / additions: $3,350,568
Benefits paid: $3,011,075
Administrative expenses: $109,350
Total expenses: $3,120,425
Net increase / (decrease): $230,143

Schedule C

Reported service provider compensation

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

1
Sun Life Inv. Management U.S., Inc.$51.2K
INV. ADVISORS · Direct $51.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015100943NAL0029213921001 cover?: It is the 2023 Form 5500 filing for Dolese Pension Plan, reported by Dolese Bros. Co. (EIN 73-1359190).
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).