Dale Medical Products Employee Stock Ownership Plan — Form 5500 plan (Dale Medical Products, 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, Dale Medical Products Employee Stock Ownership Plan is a benefit plan reported by Dale Medical Products, Inc. under EIN 04-2300185 and plan number 002. The latest loaded filing year is 2023. The filing reports 68 participants and $16,110,989 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dale Medical Products, Inc.
- EIN
- 04-2300185
- Plan number
- 002
- Plan type
- 2
- Location
- Franklin, MA
- Latest filing year
- 2023
- Participants
- 68
- End-of-year plan assets
- $16,110,989
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 68 | I | 20240711123830NAL0010378979001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $16,110,989
- Total liabilities (EOY)
- $15,340,302
- Net assets (EOY)
- $770,687
- Net assets (BOY)
- $532,422
Income & contributions
- Employer contributions
- $731,921
- Participant contributions
- $0
- Total income / additions
- $806,857
Expenses & distributions
- Benefits paid
- $21,268
- Administrative expenses
- $0
- Total expenses
- $568,592
- Net increase / (decrease)
- $238,265
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.