Dexter Southfield, Inc. Defined Contribution Retirement Plan — Form 5500 plan (Dexter Southfield, Inc.)
Plain-English plan 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, Dexter Southfield, Inc. Defined Contribution Retirement Plan is a benefit plan reported by Dexter Southfield, Inc. under EIN 04-2104152 and plan number 001. The latest loaded filing year is 2023. The filing reports 471 participants and $52,504,635 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$52.5MPlan net assets, end of year$52,504,635
Participants471Covered participants reported
Assets / participant$111.5KComputed: assets ÷ participants$111,475 (computed)
Provider compensation$25.8K4 Schedule C provider row(s)$25,845
- Plan sponsor
- Dexter Southfield, Inc.
- EIN
- 04-2104152
- Plan number
- 001
- Plan type
- 2
- Location
- Brookline, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 471 | H, C | 20240617135549NAL0001063779001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$52.5M total assets
Net assets$52.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $52,504,635
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,504,635
- Net assets (BOY)
- $44,632,096
Income & contributions
- Employer contributions
- $1,258,608
- Participant contributions
- $1,382,640
- Total contributions
- $2,709,758
- Total income / additions
- $10,514,254
Expenses & distributions
- Benefits paid
- $2,616,170
- Administrative expenses
- $25,545
- Total expenses
- $2,641,715
- Net increase / (decrease)
- $7,872,539
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
48%52%
Employer 48%Participant 52%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Clifton Larson Allen Llp | ACCOUNTING | $12,750 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners | ADVISOR | $8,992 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | CONSULTING | $3,553 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $550 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dexter Southfield, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Brookline, MA
- Clifton Larson Allen Llp — Schedule C compensation
- Capfinancial Partners — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation
- Tiaa — Schedule C compensation