Francis L. Dean & Associates, LLC Profit Sharing Plan And Trust — Form 5500 plan (Francis L. Dean & Associates, 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, Francis L. Dean & Associates, LLC Profit Sharing Plan And Trust is a benefit plan reported by Francis L. Dean & Associates, LLC under EIN 26-1918036 and plan number 001. The latest loaded filing year is 2023. The filing reports 43 participants and $8,322,745 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Francis L. Dean & Associates, LLC
- EIN
- 26-1918036
- Plan number
- 001
- Plan type
- 2
- Location
- Wheaton, IL
- Latest filing year
- 2023
- Participants
- 43
- End-of-year plan assets
- $8,322,745
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 43 | I | 20240725124205NAL0008223299001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,322,745
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,322,745
- Net assets (BOY)
- $6,827,492
Income & contributions
- Employer contributions
- $105,092
- Participant contributions
- $180,014
- Total income / additions
- $1,575,132
Expenses & distributions
- Benefits paid
- $61,524
- Administrative expenses
- $18,355
- Total expenses
- $79,879
- Net increase / (decrease)
- $1,495,253
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.