2023 Form 5500 filing — Dwyer Instruments, Inc. Profit Sharing And 401(K) 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 20241014140706NAL0013420275001) for Dwyer Instruments, Inc. Profit Sharing And 401(K) Retirement Plan, reported by Dwyer Instruments, Inc. under EIN 35-0961454 and plan number 001. It reports 804 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014140706NAL0013420275001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dwyer Instruments, Inc.
- EIN
- 35-0961454
- Plan number
- 001
- Location
- Michigan City, IN
- Participants
- 804
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,696,702
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,696,702
- Employer contributions
- $2,163,125
- Participant contributions
- $2,309,465
- Total income / additions
- $11,889,399
- Benefits paid
- $11,354,397
- Administrative expenses
- $133,070
- Total expenses
- $11,487,467
- Net increase / (decrease)
- $401,932
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | ADVISOR | $87,679 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $45,391 | $0 |