2023 Form 5500 filing — Thomas, Dean & Hoskins, Inc. Employee Stock Ownership Plan And Trust
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 20241220160121NAL0013365330001) for Thomas, Dean & Hoskins, Inc. Employee Stock Ownership Plan And Trust, reported by Thomas, Dean & Hoskins, Inc. under EIN 81-0295283 and plan number 002. It reports 176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241220160121NAL0013365330001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thomas, Dean & Hoskins, Inc.
- EIN
- 81-0295283
- Plan number
- 002
- Location
- Great Falls, MT
- Participants
- 176
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,220,477
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,220,477
- Employer contributions
- $1,448,619
- Participant contributions
- $901,505
- Total income / additions
- $5,635,125
- Benefits paid
- $567,447
- Administrative expenses
- $51,283
- Total expenses
- $618,730
- Net increase / (decrease)
- $5,016,395
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | NONE | $28,660 | not reported in the loaded dataset |
| D.A. Davidson, Inc. | NONE | $22,509 | not reported in the loaded dataset |