2023 Form 5500 filing — Dennis' 7 Dees Tax Deferred Savings 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 20240926124623NAL0000669121001) for Dennis' 7 Dees Tax Deferred Savings Plan, reported by Dennis' Seven Dees Landscaping, Inc under EIN 93-0820720 and plan number 001. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926124623NAL0000669121001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dennis' Seven Dees Landscaping, Inc
- EIN
- 93-0820720
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,583,677
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,583,677
- Employer contributions
- $395,922
- Participant contributions
- $769,338
- Total income / additions
- $3,303,900
- Benefits paid
- $1,378,011
- Administrative expenses
- $32,868
- Total expenses
- $1,416,334
- Net increase / (decrease)
- $1,887,566
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $47,234 | not reported in the loaded dataset |
| Human Investing | NONE | $20,225 | not reported in the loaded dataset |
| Patrick Buzarellos Kendrick, Llp | NONE | $10,125 | not reported in the loaded dataset |
| Human Investing | NONE | not reported in the loaded dataset | not reported in the loaded dataset |