Dorsett & Jackson, Inc. Employee Stock Ownership Plan — Form 5500 plan (Dorsett & Jackson, 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, Dorsett & Jackson, Inc. Employee Stock Ownership Plan is a benefit plan reported by Dorsett & Jackson, Inc. under EIN 95-1945696 and plan number 004. The latest loaded filing year is 2023. The filing reports 20 participants and $25,855,182 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dorsett & Jackson, Inc.
- EIN
- 95-1945696
- Plan number
- 004
- Plan type
- 2
- Location
- Redondo Beach, CA
- Latest filing year
- 2023
- Participants
- 20
- End-of-year plan assets
- $25,855,182
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20 | I | 20240415104959NAL0001768337001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $25,855,182
- Total liabilities (EOY)
- $1,796,044
- Net assets (EOY)
- $24,059,138
- Net assets (BOY)
- $23,370,630
Income & contributions
- Employer contributions
- $857,208
- Total income / additions
- $912,215
Expenses & distributions
- Benefits paid
- $223,707
- Total expenses
- $223,707
- Net increase / (decrease)
- $688,508
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.