Edward Ferrell & Lewis Mittman 401(K) Plan — Form 5500 plan (Dfp, Inc. Dba Edward Ferrell & Lewis Mittman)
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, Edward Ferrell & Lewis Mittman 401(K) Plan is a benefit plan reported by Dfp, Inc. Dba Edward Ferrell & Lewis Mittman under EIN 56-1533604 and plan number 001. The latest loaded filing year is 2023. The filing reports 126 participants and $1,061,343 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dfp, Inc. Dba Edward Ferrell & Lewis Mittman
- EIN
- 56-1533604
- Plan number
- 001
- Plan type
- 2
- Location
- High Point, NC
- Latest filing year
- 2023
- Participants
- 126
- End-of-year plan assets
- $1,061,343
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 126 | H, C | 20240912081619NAL0018340658001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,061,343
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,061,343
- Net assets (BOY)
- $1,199,668
Income & contributions
- Employer contributions
- $110
- Participant contributions
- $63,381
- Total contributions
- $63,491
- Total income / additions
- $140,376
Expenses & distributions
- Benefits paid
- $245,188
- Administrative expenses
- $33,513
- Total expenses
- $278,701
- Net increase / (decrease)
- -$138,325
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sharrard, Mcgee & Co., P.A. | NONE | $21,000 | not reported in the loaded dataset | 2023 |
| First Citizens Bank & Trust Company | NONE | $7,925 | not reported in the loaded dataset | 2023 |
| Epic Advisors, Inc. | NONE | $4,588 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dfp, Inc. Dba Edward Ferrell & Lewis Mittman
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in High Point, NC
- Sharrard, Mcgee & Co., P.A. — Schedule C compensation
- First Citizens Bank & Trust Company — Schedule C compensation
- Epic Advisors, Inc. — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation