Dakota Provisions, LLC 401(K) Plan — Form 5500 plan (Dakota Provisions, LLC)
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, Dakota Provisions, LLC 401(K) Plan is a benefit plan reported by Dakota Provisions, LLC under EIN 20-0151338 and plan number 001. The latest loaded filing year is 2023. The filing reports 826 participants and $14,028,207 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dakota Provisions, LLC
- EIN
- 20-0151338
- Plan number
- 001
- Plan type
- 2
- Location
- Huron, SD
- Latest filing year
- 2023
- Participants
- 826
- End-of-year plan assets
- $14,028,207
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 826 | H, C | 20241009091024NAL0009059491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,028,207
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,028,207
- Net assets (BOY)
- $11,859,198
Income & contributions
- Employer contributions
- $673,417
- Participant contributions
- $1,093,161
- Total contributions
- $1,779,064
- Total income / additions
- $3,688,879
Expenses & distributions
- Benefits paid
- $1,384,963
- Administrative expenses
- $80,038
- Total expenses
- $1,519,870
- Net increase / (decrease)
- $2,169,009
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cpi Qualified Plan Consultants, Inc | NONE | $54,791 | $0 | 2023 |
| Wells Fargo Advisors Financial | NONE | $12,138 | $0 | 2023 |
| Futureplan By Ascensus | CONTRACT ADMIN | $10,625 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions, LLC | CONTRACT ADMIN | $2,483 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dakota Provisions, LLC
- 2023 Form 5500 filing
- Form 5500 filings in SD
- 401(k) and benefit plan filings in Huron, SD
- Cpi Qualified Plan Consultants, Inc — Schedule C compensation
- Wells Fargo Advisors Financial — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation