2023 Form 5500 filing — F. Eugene Dixon, Jr. Pension 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 20241015101726NAL0028036129001) for F. Eugene Dixon, Jr. Pension Plan, reported by Marital Trust Under Agreement Of F. Eugene Dixon, Jr. Dated 6/30/06 under EIN 25-6894073 and plan number 001. It reports 81 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241015101726NAL0028036129001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Marital Trust Under Agreement Of F. Eugene Dixon, Jr. Dated 6/30/06
- EIN
- 25-6894073
- Plan number
- 001
- Location
- Lafayette Hill, PA
- Participants
- 81
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,828,327
- Net assets (EOY)
- $10,828,327
- Employer contributions
- $490,000
- Total income / additions
- $2,122,636
- Benefits paid
- $618,804
- Total expenses
- $760,027
- Net increase / (decrease)
- $1,362,609
- Schedule source
- Schedule I