Dennis' 7 Dees Tax Deferred Savings Plan — Form 5500 plan (Dennis' Seven Dees Landscaping, 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, Dennis' 7 Dees Tax Deferred Savings Plan is a benefit plan reported by Dennis' Seven Dees Landscaping, Inc under EIN 93-0820720 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $13,583,677 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dennis' Seven Dees Landscaping, Inc
EIN
93-0820720
Plan number
001
Plan type
2
Location
Portland, OR
Latest filing year
2023
Participants
239
End-of-year plan assets
$13,583,677

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023239H, C20240926124623NAL0000669121001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,583,677
Total liabilities (EOY)
$0
Net assets (EOY)
$13,583,677
Net assets (BOY)
$11,696,111

Income & contributions

Employer contributions
$395,922
Participant contributions
$769,338
Total contributions
$1,175,297
Total income / additions
$3,303,900

Expenses & distributions

Benefits paid
$1,378,011
Administrative expenses
$32,868
Total expenses
$1,416,334
Net increase / (decrease)
$1,887,566

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$47,234not reported in the loaded dataset2023
Human InvestingNONE$20,225not reported in the loaded dataset2023
Patrick Buzarellos Kendrick, LlpNONE$10,125not reported in the loaded dataset2023
Human InvestingNONEnot reported in the loaded datasetnot reported in the loaded dataset2023

Related Form 5500 pages