Dlhbowles, Inc. 401(K) Plan & Trust — Form 5500 plan (Dlhbowles, 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, Dlhbowles, Inc. 401(K) Plan & Trust is a benefit plan reported by Dlhbowles, Inc. under EIN 34-1221092 and plan number 002. The latest loaded filing year is 2023. The filing reports 359 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dlhbowles, Inc.
- EIN
- 34-1221092
- Plan number
- 002
- Plan type
- 2
- Location
- Canton, OH
- Latest filing year
- 2023
- Participants
- 359
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 359 | H, C | 20250124075744NAL0008024049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $25,021,465
Income & contributions
- Employer contributions
- $490,043
- Participant contributions
- $845,119
- Total contributions
- $1,356,026
- Total income / additions
- $3,902,304
Expenses & distributions
- Benefits paid
- $4,774,241
- Administrative expenses
- $86,746
- Total expenses
- $4,860,987
- Net increase / (decrease)
- -$958,683
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pnc Institutional Asset Management | ADVISOR | $45,608 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $32,598 | $0 | 2023 |
| Newport Trust Company | TRUSTEE | $8,540 | $0 | 2023 |