Dtwhite & Associates, Inc. Retirement Plan — Form 5500 plan (Dtwhite & Associates, 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, Dtwhite & Associates, Inc. Retirement Plan is a benefit plan reported by Dtwhite & Associates, Inc. under EIN 45-5094517 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $534,184 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dtwhite & Associates, Inc.
- EIN
- 45-5094517
- Plan number
- 001
- Plan type
- 2
- Location
- Mcdonough, GA
- Latest filing year
- 2023
- Participants
- 8
- End-of-year plan assets
- $534,184
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20240307115723NAL0028152129001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $534,184
- Net assets (EOY)
- $534,184
- Net assets (BOY)
- $672,791
Income & contributions
- Total income / additions
- -$138,607
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- -$138,607
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.