Dividend Investors, Ltd. Profit Sharing Plan — Form 5500 plan (Dividend Investors, Ltd.)
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, Dividend Investors, Ltd. Profit Sharing Plan is a benefit plan reported by Dividend Investors, Ltd. under EIN 94-2410310 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $26,684,019 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dividend Investors, Ltd.
- EIN
- 94-2410310
- Plan number
- 001
- Plan type
- 2
- Location
- Morgan Hill, CA
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $26,684,019
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20241015132849NAL0049619488001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $26,684,019
- Net assets (EOY)
- $26,684,019
- Net assets (BOY)
- $24,330,357
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $3,134,662
Expenses & distributions
- Benefits paid
- $781,000
- Administrative expenses
- $0
- Total expenses
- $781,000
- Net increase / (decrease)
- $2,353,662
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.