2023 Form 5500 filing — Dean Dorton Allen Ford, Pllc 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 20241014092252NAL0025812481004) for Dean Dorton Allen Ford, Pllc Retirement Plan, reported by Dean Dorton Allen Ford, Pllc under EIN 27-3858252 and plan number 001. It reports 409 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014092252NAL0025812481004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dean Dorton Allen Ford, Pllc
- EIN
- 27-3858252
- Plan number
- 001
- Location
- Lexington, KY
- Participants
- 409
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,785,415
- Net assets (EOY)
- $46,785,415
- Employer contributions
- $1,435,179
- Participant contributions
- $3,470,869
- Total income / additions
- $12,804,698
- Benefits paid
- $894,982
- Administrative expenses
- $64,717
- Total expenses
- $960,453
- Net increase / (decrease)
- $11,844,245
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services, In | N/A | $33,817 | not reported in the loaded dataset |
| Buckingham Asset Management | N/A | $30,900 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | N/A | $7 | $0 |