2023 Form 5500 filing — Dale L. Prentice Co. Salary 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 20241013132120NAL0014088787001) for Dale L. Prentice Co. Salary Savings Plan, reported by Dale L. Prentice Co. under EIN 38-1444792 and plan number 002. It reports 113 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$8.6MReported net assets$8,629,143
Participants113
Provider compensation$8.6K1 Schedule C row(s)$8,575
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241013132120NAL0014088787001
- Plan sponsor
- Dale L. Prentice Co.
- EIN
- 38-1444792
- Plan number
- 002
- Location
- Oak Park, MI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$8.6M total assets
Net assets$8.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,629,143
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,629,143
- Employer contributions
- $228,755
- Participant contributions
- $603,781
- Total income / additions
- $2,362,530
- Benefits paid
- $880,906
- Administrative expenses
- $11,081
- Total expenses
- $891,987
- Net increase / (decrease)
- $1,470,543
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $8,575 | $0 |