Dixie Electric Company, Inc. 401(K) Plan — Form 5500 plan (Dixie Electric Company, 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, Dixie Electric Company, Inc. 401(K) Plan is a benefit plan reported by Dixie Electric Company, Inc. under EIN 63-0279539 and plan number 001. The latest loaded filing year is 2023. The filing reports 256 participants and $7,831,967 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dixie Electric Company, Inc.
EIN
63-0279539
Plan number
001
Plan type
2
Location
Montgomery, AL
Latest filing year
2023
Participants
256
End-of-year plan assets
$7,831,967

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023256H, C20241014124916NAL0027308465001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,831,967
Total liabilities (EOY)
$0
Net assets (EOY)
$7,831,967
Net assets (BOY)
$5,623,154

Income & contributions

Employer contributions
$290,379
Participant contributions
$709,699
Total contributions
$1,267,806
Total income / additions
$2,434,570

Expenses & distributions

Benefits paid
$165,587
Administrative expenses
$60,170
Total expenses
$225,757
Net increase / (decrease)
$2,208,813

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Buckingham Asset Management, LLCADVISOR$37,380not reported in the loaded dataset2023
Newport Group, Inc.RECORD-KEEPER$20,895$02023

Related Form 5500 pages