2023 Form 5500 filing — Dexter Southfield, Inc. Defined Contribution Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240617135549NAL0001063779001) for Dexter Southfield, Inc. Defined Contribution Retirement Plan, reported by Dexter Southfield, Inc. under EIN 04-2104152 and plan number 001. It reports 471 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$52.5MReported net assets$52,504,635
Participants471
Provider compensation$25.8K4 Schedule C row(s)$25,845
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240617135549NAL0001063779001
- Plan sponsor
- Dexter Southfield, Inc.
- EIN
- 04-2104152
- Plan number
- 001
- Location
- Brookline, MA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$52.5M total assets
Net assets$52.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $52,504,635
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,504,635
- Employer contributions
- $1,258,608
- Participant contributions
- $1,382,640
- Total income / additions
- $10,514,254
- Benefits paid
- $2,616,170
- Administrative expenses
- $25,545
- Total expenses
- $2,641,715
- Net increase / (decrease)
- $7,872,539
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Clifton Larson Allen Llp | ACCOUNTING | $12,750 | not reported in the loaded dataset |
| Capfinancial Partners | ADVISOR | $8,992 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | CONSULTING | $3,553 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $550 | $0 |