2023 Form 5500 filing — Dawson Construction, LLC 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 20241014191342NAL0026999137001) for Dawson Construction, LLC Retirement Plan, reported by Dawson Construction, LLC under EIN 91-1857107 and plan number 001. It reports 263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014191342NAL0026999137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dawson Construction, LLC
- EIN
- 91-1857107
- Plan number
- 001
- Location
- Bellingham, WA
- Participants
- 263
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,779,634
- Net assets (EOY)
- $12,779,634
- Employer contributions
- $270,257
- Participant contributions
- $1,415,644
- Total income / additions
- $3,257,760
- Benefits paid
- $119,987
- Administrative expenses
- $38,521
- Total expenses
- $158,508
- Net increase / (decrease)
- $3,099,252
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alera Investment Advisors, LLC | ADVISOR | $26,142 | $0 |
| The Standard | CUSTODIAN | $12,376 | $437 |
| Hunnex And Shoemaker Inc. | TPA | $0 | $5,412 |