2023 Form 5500 filing — Neighborly 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 20241008093758NAL0016403505001) for Neighborly 401(K) Profit Sharing Plan, reported by Dwyer Franchising LLC under EIN 73-0941783 and plan number 001. It reports 1,788 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008093758NAL0016403505001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dwyer Franchising LLC
- EIN
- 73-0941783
- Plan number
- 001
- Location
- Waco, TX
- Participants
- 1,788
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,023,326
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,023,326
- Employer contributions
- $2,162,169
- Participant contributions
- $7,225,331
- Total income / additions
- $18,610,922
- Benefits paid
- $7,919,451
- Administrative expenses
- $130,758
- Total expenses
- $8,103,673
- Net increase / (decrease)
- $10,507,249
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Disciplined Investors LLC | INVESTMENT ADVISOR | $77,389 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $53,369 | $0 |