2023 Form 5500 filing — The Dewitt Companies 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 20241015153437NAL0058472146001) for The Dewitt Companies 401(K) Plan, reported by Approved Transportation And Warehousing,Ltd under EIN 33-0265992 and plan number 002. It reports 396 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)$4.1MReported net assets$4,071,062
Participants396
Provider compensationNone reported2 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015153437NAL0058472146001
Plan sponsor
Approved Transportation And Warehousing,Ltd
EIN
33-0265992
Plan number
002
Location
San Diego, CA
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)$4.1M total assets
Net assets$4.1MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$550.3K
Benefits paid / distributions$497.3K
Contributions
Employer$412.2K
Participant$994.2K
Full reported line items
Total assets (EOY)
$4,071,062
Total liabilities (EOY)
$0
Net assets (EOY)
$4,071,062
Employer contributions
$412,236
Participant contributions
$994,154
Total income / additions
$2,150,095
Benefits paid
$497,295
Administrative expenses
$37,301
Total expenses
$550,254
Net increase / (decrease)
$1,599,841
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $0 · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015153437NAL0058472146001 cover?
It is the 2023 Form 5500 filing for The Dewitt Companies 401(K) Plan, reported by Approved Transportation And Warehousing,Ltd (EIN 33-0265992).
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