2023 Form 5500 filing — David J. Frank Landscape Contracting, Inc. 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 20241015211437NAL0059688658004) for David J. Frank Landscape Contracting, Inc. Retirement Plan, reported by David J. Frank Landscape Contracting, Inc. under EIN 39-1206455 and plan number 001. It reports 271 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8MReported net assets$7,960,312
Participants271
Provider compensation$47.2K2 Schedule C row(s)$47,162
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015211437NAL0059688658004
Plan sponsor
David J. Frank Landscape Contracting, Inc.
EIN
39-1206455
Plan number
001
Location
Germantown, WI
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8M total assets
Net assets$8MLiabilities$4.4K
Money in vs. money out
Total income / additions$1.6M
Total expenses$529.4K
Benefits paid / distributions$476K
Contributions
Employer$300.6K
Participant$462.2K
Full reported line items
Total assets (EOY)
$7,964,725
Total liabilities (EOY)
$4,413
Net assets (EOY)
$7,960,312
Employer contributions
$300,551
Participant contributions
$462,231
Total income / additions
$1,614,769
Benefits paid
$476,038
Administrative expenses
$48,169
Total expenses
$529,383
Net increase / (decrease)
$1,085,386

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Dubuque Bank & Trust CompanyNONE$46,952$0
Mvp Plan Administrators, Inc.562263714$210$0

Related Form 5500 pages