Dean Distributing, Inc. Profit Sharing 401(K) Plan & Trust — Form 5500 plan (Dean Distributing, 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, Dean Distributing, Inc. Profit Sharing 401(K) Plan & Trust is a benefit plan reported by Dean Distributing, Inc. under EIN 39-1040720 and plan number 003. The latest loaded filing year is 2023. The filing reports 153 participants and $16,612,244 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dean Distributing, Inc.
EIN
39-1040720
Plan number
003
Plan type
2
Location
Green Bay, WI
Latest filing year
2023
Participants
153
End-of-year plan assets
$16,612,244

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023153H, C20240902054124NAL0036467714001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,612,244
Total liabilities (EOY)
$0
Net assets (EOY)
$16,612,244
Net assets (BOY)
$13,754,133

Income & contributions

Employer contributions
$143,299
Participant contributions
$735,552
Total contributions
$995,467
Total income / additions
$3,691,716

Expenses & distributions

Benefits paid
$791,443
Administrative expenses
$41,187
Total expenses
$833,605
Net increase / (decrease)
$2,858,111

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Equity Services, Inc.INVESTMENT/FINANCIAL ADVI$28,987$02023
Adp, Inc.RECORD KEEPER$12,200$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages