2023 Form 5500 filing — Dinsdale Financial Institutions 401(K) 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 20241015165902NAL0058836578001) for Dinsdale Financial Institutions 401(K) Profit Sharing Plan, reported by Dinsdale Financial Institutions under EIN 47-0759612 and plan number 002. It reports 3,081 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015165902NAL0058836578001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Dinsdale Financial Institutions
- EIN
- 47-0759612
- Plan number
- 002
- Location
- Central City, NE
- Participants
- 3,081
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $317,745,749
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $317,745,749
- Employer contributions
- $7,997,276
- Participant contributions
- $12,553,712
- Total income / additions
- $70,577,608
- Benefits paid
- $19,814,044
- Administrative expenses
- $299,904
- Total expenses
- $20,127,281
- Net increase / (decrease)
- $50,450,327
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Allen, Gibbs & Houlik, L.C. | RECORDKEEPER | $216,479 | not reported in the loaded dataset |
| Pension Consultants | INVESTMENT PROVIDER | $40,500 | not reported in the loaded dataset |
| Agh Wealth Advisors, LLC | INVESTMENT ADVISORY PART. | $24,250 | not reported in the loaded dataset |
| Eidebailly, Llp | AUDITOR | $18,000 | not reported in the loaded dataset |