2023 Form 5500 filing — Dividend Investors, Ltd. 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 20241015132849NAL0049619488001) for Dividend Investors, Ltd. Profit Sharing Plan, reported by Dividend Investors, Ltd. under EIN 94-2410310 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241015132849NAL0049619488001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dividend Investors, Ltd.
- EIN
- 94-2410310
- Plan number
- 001
- Location
- Morgan Hill, CA
- Participants
- 3
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,684,019
- Net assets (EOY)
- $26,684,019
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $3,134,662
- Benefits paid
- $781,000
- Administrative expenses
- $0
- Total expenses
- $781,000
- Net increase / (decrease)
- $2,353,662
- Schedule source
- Schedule I