Plan5500

Dismas Charities, Inc. Retirement Plan — Form 5500 plan (Dismas Charities, 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, Dismas Charities, Inc. Retirement Plan is a benefit plan reported by Dismas Charities, Inc. under EIN 61-0663854 and plan number 001. The latest loaded filing year is 2023. The filing reports 740 participants and $43,440,542 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dismas Charities, Inc.
EIN
61-0663854
Plan number
001
Plan type
2
Location
Louisville, KY
Latest filing year
2023
Participants
740
End-of-year plan assets
$43,440,542

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023740H, C20241014124745NAL0046002112001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,440,542
Total liabilities (EOY)
$0
Net assets (EOY)
$43,440,542
Net assets (BOY)
$37,465,388

Income & contributions

Employer contributions
$4,673,162
Participant contributions
$0
Total contributions
$4,673,162
Total income / additions
$9,848,252

Expenses & distributions

Benefits paid
$3,617,218
Administrative expenses
$255,880
Total expenses
$3,873,098
Net increase / (decrease)
$5,975,154

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Advisory Group, LLCINVESTMENT MGMT$159,062not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$57,338$02023
Fifth Third BankINVESTMENT ADVISOR$39,480not reported in the loaded dataset2023

Related Form 5500 pages