The Dave Thomas Family Companies, LLC 401(K) Profit Sharing Plan — Form 5500 plan (The Dave Thomas Family Companies, LLC)
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, The Dave Thomas Family Companies, LLC 401(K) Profit Sharing Plan is a benefit plan reported by The Dave Thomas Family Companies, LLC under EIN 47-5504383 and plan number 001. The latest loaded filing year is 2023. The filing reports 653 participants and $9,081,917 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Dave Thomas Family Companies, LLC
- EIN
- 47-5504383
- Plan number
- 001
- Plan type
- 2
- Location
- Dublin, OH
- Latest filing year
- 2023
- Participants
- 653
- End-of-year plan assets
- $9,081,917
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 653 | H, C | 20240913170629NAL0016621200001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,081,917
- Total liabilities (EOY)
- $5,749
- Net assets (EOY)
- $9,076,168
- Net assets (BOY)
- $8,515,741
Income & contributions
- Employer contributions
- $232,542
- Participant contributions
- $318,749
- Total contributions
- $554,699
- Total income / additions
- $1,687,898
Expenses & distributions
- Benefits paid
- $1,034,245
- Administrative expenses
- $93,226
- Total expenses
- $1,127,471
- Net increase / (decrease)
- $560,427
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $67,955 | $0 | 2023 |
| Sagepoint Financial Inc. | FINANCIAL ADVISOR | $0 | $26,623 | 2023 |
| Aps Pentegra | CONTRACT ADMINISTRATOR | $25,265 | not reported in the loaded dataset | 2023 |
| Osaic Wealth Inc. | FINANCIAL ADVISOR | $0 | $10,696 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Dave Thomas Family Companies, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Dublin, OH
- Nationwide — Schedule C compensation
- Sagepoint Financial Inc. — Schedule C compensation
- Aps Pentegra — Schedule C compensation
- Osaic Wealth Inc. — Schedule C compensation