2023 Form 5500 filing — Dickinson Wright Pllc Retirement And 401k Savings
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 20240802141119NAL0052094418001) for Dickinson Wright Pllc Retirement And 401k Savings, reported by Dickinson Wright Pllc under EIN 38-1364333 and plan number 003. It reports 1,104 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240802141119NAL0052094418001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dickinson Wright Pllc
- EIN
- 38-1364333
- Plan number
- 003
- Location
- Troy, MI
- Participants
- 1,104
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $273,855,665
- Net assets (EOY)
- $273,855,665
- Employer contributions
- $10,104,424
- Participant contributions
- $9,045,588
- Total income / additions
- $60,405,183
- Benefits paid
- $30,502,475
- Administrative expenses
- $198,651
- Total expenses
- $30,701,126
- Net increase / (decrease)
- $29,704,057
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co. | RECORDKEEPER | $79,504 | $0 |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $65,920 | not reported in the loaded dataset |
| Empower Advisory Group LLC | INVESTMENT ADVISOR | $26,435 | $0 |
| Maner Costerisan | PROFESSIONAL | $15,597 | not reported in the loaded dataset |
| Rehmann LLC | PROFESSIONAL | $7,900 | not reported in the loaded dataset |