2023 Form 5500 filing — Dalby, Wendland And Company, P. C. Salary
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 20241014122109NAL0027253777001) for Dalby, Wendland And Company, P. C. Salary, reported by Dalby, Wendland And Company, P. C. under EIN 84-0795096 and plan number 001. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014122109NAL0027253777001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dalby, Wendland And Company, P. C.
- EIN
- 84-0795096
- Plan number
- 001
- Location
- Grand Junction, CO
- Participants
- 127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,906,334
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,906,334
- Employer contributions
- $296,989
- Participant contributions
- $882,155
- Total income / additions
- $3,650,876
- Benefits paid
- $1,536,788
- Administrative expenses
- $9,996
- Total expenses
- $1,547,873
- Net increase / (decrease)
- $2,103,003
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Goehner Accountancy Corporation | AUDITING | $5,730 | not reported in the loaded dataset |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $4,266 | $0 |