2023 Form 5500 filing — The Dodge Company Savings And 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 20240930114508NAL0005486945001) for The Dodge Company Savings And Retirement Plan, reported by The Dodge Company, Inc. under EIN 04-1250520 and plan number 004. It reports 122 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930114508NAL0005486945001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Dodge Company, Inc.
- EIN
- 04-1250520
- Plan number
- 004
- Location
- Billerica, MA
- Participants
- 122
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,872,113
- Net assets (EOY)
- $24,872,113
- Employer contributions
- $178,144
- Participant contributions
- $1,108,842
- Total income / additions
- $4,928,075
- Benefits paid
- $3,032,082
- Administrative expenses
- $64,935
- Total expenses
- $3,097,017
- Net increase / (decrease)
- $1,831,058
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $34,799 | $0 |
| Hub International New England LLC | ADMINISTRATOR | $21,336 | $0 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $13,024 | $0 |
| Rpw Solutions Inc | ADMINISTRATOR | $9,588 | $0 |