2023 Form 5500 filing — Dentons Sirote, P.C. Profit Sharing 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 20250423132829NAL0003294387001) for Dentons Sirote, P.C. Profit Sharing 401(K) Plan, reported by Dentons Sirote Pc under EIN 63-0649626 and plan number 002. It reports 523 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250423132829NAL0003294387001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dentons Sirote Pc
- EIN
- 63-0649626
- Plan number
- 002
- Location
- Birmingham, AL
- Participants
- 523
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $111,519,315
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $111,519,315
- Employer contributions
- $1,744,528
- Participant contributions
- $1,269,583
- Total income / additions
- $17,791,242
- Benefits paid
- $2,089,787
- Administrative expenses
- $358,855
- Total expenses
- $2,448,642
- Net increase / (decrease)
- $15,342,600
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Matrix Trust Company | NONE | $183,569 | $0 |
| Merrill Lynch | INVESTMENT ADVISOR | $80,418 | $0 |
| Robert W. Baird & Co Incorporated | INVESTMENT ADVISOR | $28,200 | $0 |
| Td Ameritrade Trust Company | INVESTMENT ADVISOR | $26,737 | $0 |
| Morgan Stanley Smith Barney | INVESTMENT ADVISOR | $19,840 | $0 |
| Charles Schwab | INVESTMENT ADVISOR | $18,864 | $0 |