The Dodge Company Savings And Retirement Plan — Form 5500 plan (The Dodge Company, Inc.)
Plain-English plan 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, The Dodge Company Savings And Retirement Plan is a benefit plan reported by The Dodge Company, Inc. under EIN 04-1250520 and plan number 004. The latest loaded filing year is 2023. The filing reports 122 participants and $24,872,113 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Dodge Company, Inc.
- EIN
- 04-1250520
- Plan number
- 004
- Plan type
- 2
- Location
- Billerica, MA
- Latest filing year
- 2023
- Participants
- 122
- End-of-year plan assets
- $24,872,113
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 122 | H, C | 20240930114508NAL0005486945001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,872,113
- Net assets (EOY)
- $24,872,113
- Net assets (BOY)
- $23,041,055
Income & contributions
- Employer contributions
- $178,144
- Participant contributions
- $1,108,842
- Total contributions
- $1,443,606
- Total income / additions
- $4,928,075
Expenses & distributions
- Benefits paid
- $3,032,082
- Administrative expenses
- $64,935
- Total expenses
- $3,097,017
- Net increase / (decrease)
- $1,831,058
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $34,799 | $0 | 2023 |
| Hub International New England LLC | ADMINISTRATOR | $21,336 | $0 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $13,024 | $0 | 2023 |
| Rpw Solutions Inc | ADMINISTRATOR | $9,588 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Dodge Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Billerica, MA
- Global Retirement Partners LLC — Schedule C compensation
- Hub International New England LLC — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Rpw Solutions Inc — Schedule C compensation