Dow Wealth Management 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Dow Wealth Management)
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, Dow Wealth Management 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Dow Wealth Management under EIN 45-2452021 and plan number 001. The latest loaded filing year is 2023. The filing reports 13 participants and $2,077,338 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dow Wealth Management
- EIN
- 45-2452021
- Plan number
- 001
- Plan type
- 2
- Location
- Falmouth, ME
- Latest filing year
- 2023
- Participants
- 13
- End-of-year plan assets
- $2,077,338
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13 | I | 20240912123828NAL0005149971001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,077,338
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,077,338
- Net assets (BOY)
- $1,523,201
Income & contributions
- Employer contributions
- $62,185
- Participant contributions
- $185,871
- Total income / additions
- $604,197
Expenses & distributions
- Benefits paid
- $49,925
- Administrative expenses
- $135
- Total expenses
- $50,060
- Net increase / (decrease)
- $554,137
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.