Dawson Construction, LLC Retirement Plan — Form 5500 plan (Dawson Construction, LLC)

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, Dawson Construction, LLC Retirement Plan is a benefit plan reported by Dawson Construction, LLC under EIN 91-1857107 and plan number 001. The latest loaded filing year is 2023. The filing reports 263 participants and $12,779,634 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dawson Construction, LLC
EIN
91-1857107
Plan number
001
Plan type
2
Location
Bellingham, WA
Latest filing year
2023
Participants
263
End-of-year plan assets
$12,779,634

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023263H, C20241014191342NAL0026999137001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,779,634
Net assets (EOY)
$12,779,634
Net assets (BOY)
$9,680,382

Income & contributions

Employer contributions
$270,257
Participant contributions
$1,415,644
Total contributions
$1,764,615
Total income / additions
$3,257,760

Expenses & distributions

Benefits paid
$119,987
Administrative expenses
$38,521
Total expenses
$158,508
Net increase / (decrease)
$3,099,252

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alera Investment Advisors, LLCADVISOR$26,142$02023
The StandardCUSTODIAN$12,376$4372023
Hunnex And Shoemaker Inc.TPA$0$5,4122023

Related Form 5500 pages