2023 Form 5500 filing — Dimensions Management Of Chippewa Falls 401(K) 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 20241008165609NAL0018027489001) for Dimensions Management Of Chippewa Falls 401(K) Plan, reported by Dimensions Management Of Chippewa Falls, LLC under EIN 90-0891931 and plan number 001. It reports 155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008165609NAL0018027489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dimensions Management Of Chippewa Falls, LLC
- EIN
- 90-0891931
- Plan number
- 001
- Location
- Chippewa Falls, WI
- Participants
- 155
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $941,865
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $941,865
- Employer contributions
- $77,159
- Participant contributions
- $96,121
- Total income / additions
- $286,798
- Benefits paid
- $128,430
- Administrative expenses
- $7,364
- Total expenses
- $135,794
- Net increase / (decrease)
- $151,004
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus Holdings Inc. Dba Futurepl | CONTRACT ADMIN | $3,298 | $860 |
| Mma Securities, LLC | INVESTMENT ADVISOR | $3,009 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |