Tim Dahle Imports Inc. 401(K) Plan — Form 5500 plan (Tim Dahle Imports 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, Tim Dahle Imports Inc. 401(K) Plan is a benefit plan reported by Tim Dahle Imports Inc. under EIN 87-0462662 and plan number 001. The latest loaded filing year is 2023. The filing reports 935 participants and $8,204,751 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tim Dahle Imports Inc.
- EIN
- 87-0462662
- Plan number
- 001
- Plan type
- 2
- Location
- Murray, UT
- Latest filing year
- 2023
- Participants
- 935
- End-of-year plan assets
- $8,204,751
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 935 | H, C | 20260501153037NAL0001365745001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,204,751
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,204,751
- Net assets (BOY)
- $6,326,532
Income & contributions
- Participant contributions
- $1,101,240
- Total contributions
- $1,219,162
- Total income / additions
- $2,459,476
Expenses & distributions
- Benefits paid
- $559,251
- Administrative expenses
- $22,006
- Total expenses
- $581,257
- Net increase / (decrease)
- $1,878,219
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| National Benefit Services, LLC | CONTRACT ADMIN | $33,478 | $3,413 | 2023 |
| Empower Annuity Insurance Company O | RECORD KEEPER | $4,997 | $0 | 2023 |