Dwyer Instruments, Inc. Profit Sharing And 401(K) Retirement Plan — Form 5500 plan (Dwyer Instruments, 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, Dwyer Instruments, Inc. Profit Sharing And 401(K) Retirement Plan is a benefit plan reported by Dwyer Instruments, Inc. under EIN 35-0961454 and plan number 001. The latest loaded filing year is 2023. The filing reports 804 participants and $50,696,702 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dwyer Instruments, Inc.
EIN
35-0961454
Plan number
001
Plan type
2
Location
Michigan City, IN
Latest filing year
2023
Participants
804
End-of-year plan assets
$50,696,702

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023804H, C20241014140706NAL0013420275001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$50,696,702
Total liabilities (EOY)
$0
Net assets (EOY)
$50,696,702
Net assets (BOY)
$50,294,770

Income & contributions

Employer contributions
$2,163,125
Participant contributions
$2,309,465
Total contributions
$4,495,890
Total income / additions
$11,889,399

Expenses & distributions

Benefits paid
$11,354,397
Administrative expenses
$133,070
Total expenses
$11,487,467
Net increase / (decrease)
$401,932

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners LLCADVISOR$87,679not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$45,391$02023

Related Form 5500 pages