2023 Form 5500 filing — Dean Word Company 401k Employees Retirement 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 20241015120107NAL0014560307001) for Dean Word Company 401k Employees Retirement Plan, reported by Dean Word Company Ltd under EIN 74-1170827 and plan number 001. It reports 165 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)$2.1MReported net assets$2,123,615
Participants165
Provider compensation$8.5K1 Schedule C row(s)$8,456
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015120107NAL0014560307001
Plan sponsor
Dean Word Company Ltd
EIN
74-1170827
Plan number
001
Location
New Braunfels, TX
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)$2.1M total assets
Net assets$2.1MLiabilities$0
Money in vs. money out
Total income / additions$421.7K
Total expenses$366K
Benefits paid / distributions$365.3K
Contributions
Employer$0
Participant$140.9K
Full reported line items
Total assets (EOY)
$2,123,615
Total liabilities (EOY)
$0
Net assets (EOY)
$2,123,615
Employer contributions
$0
Participant contributions
$140,883
Total income / additions
$421,748
Benefits paid
$365,307
Administrative expenses
$654
Total expenses
$365,961
Net increase / (decrease)
$55,787
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $654 · Indirect $7.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015120107NAL0014560307001 cover?
It is the 2023 Form 5500 filing for Dean Word Company 401k Employees Retirement Plan, reported by Dean Word Company Ltd (EIN 74-1170827).
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