2023 Form 5500 filing — The Dave Thomas Family Companies, LLC 401(K) Profit Sharing 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 20240913170629NAL0016621200001) for The Dave Thomas Family Companies, LLC 401(K) Profit Sharing Plan, reported by The Dave Thomas Family Companies, LLC under EIN 47-5504383 and plan number 001. It reports 653 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913170629NAL0016621200001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Dave Thomas Family Companies, LLC
- EIN
- 47-5504383
- Plan number
- 001
- Location
- Dublin, OH
- Participants
- 653
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,081,917
- Total liabilities (EOY)
- $5,749
- Net assets (EOY)
- $9,076,168
- Employer contributions
- $232,542
- Participant contributions
- $318,749
- Total income / additions
- $1,687,898
- Benefits paid
- $1,034,245
- Administrative expenses
- $93,226
- Total expenses
- $1,127,471
- Net increase / (decrease)
- $560,427
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $67,955 | $0 |
| Sagepoint Financial Inc. | FINANCIAL ADVISOR | $0 | $26,623 |
| Aps Pentegra | CONTRACT ADMINISTRATOR | $25,265 | not reported in the loaded dataset |
| Osaic Wealth Inc. | FINANCIAL ADVISOR | $0 | $10,696 |