Dempsey, Vantrease & Follis, Pllc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Dempsey, Vantrease & Follis, Pllc)
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, Dempsey, Vantrease & Follis, Pllc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Dempsey, Vantrease & Follis, Pllc under EIN 62-1736974 and plan number 001. The latest loaded filing year is 2023. The filing reports 46 participants and $9,162,590 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dempsey, Vantrease & Follis, Pllc
- EIN
- 62-1736974
- Plan number
- 001
- Plan type
- 2
- Location
- Murfreesboro, TN
- Latest filing year
- 2023
- Participants
- 46
- End-of-year plan assets
- $9,162,590
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 46 | I | 20240927084933NAL0003752450001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $9,162,590
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,162,590
- Net assets (BOY)
- $7,866,738
Income & contributions
- Employer contributions
- $319,810
- Participant contributions
- $152,621
- Total income / additions
- $1,527,104
Expenses & distributions
- Benefits paid
- $206,575
- Administrative expenses
- $0
- Total expenses
- $231,252
- Net increase / (decrease)
- $1,295,852
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.