Dean Dorton Allen Ford, Pllc Retirement Plan — Form 5500 plan (Dean Dorton Allen Ford, Pllc)
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, Dean Dorton Allen Ford, Pllc Retirement Plan is a benefit plan reported by Dean Dorton Allen Ford, Pllc under EIN 27-3858252 and plan number 001. The latest loaded filing year is 2023. The filing reports 409 participants and $46,785,415 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dean Dorton Allen Ford, Pllc
- EIN
- 27-3858252
- Plan number
- 001
- Plan type
- 2
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 409
- End-of-year plan assets
- $46,785,415
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 409 | H, C | 20241014092252NAL0025812481004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,785,415
- Net assets (EOY)
- $46,785,415
- Net assets (BOY)
- $34,941,170
Income & contributions
- Employer contributions
- $1,435,179
- Participant contributions
- $3,470,869
- Total contributions
- $6,335,618
- Total income / additions
- $12,804,698
Expenses & distributions
- Benefits paid
- $894,982
- Administrative expenses
- $64,717
- Total expenses
- $960,453
- Net increase / (decrease)
- $11,844,245
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services, In | N/A | $33,817 | not reported in the loaded dataset | 2023 |
| Buckingham Asset Management | N/A | $30,900 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | N/A | $7 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dean Dorton Allen Ford, Pllc
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Schwab Retirement Plan Services, In — Schedule C compensation
- Buckingham Asset Management — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation