Dexter Southfield, Inc. Defined Contribution Retirement Plan — Form 5500 plan (Dexter Southfield, 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, Dexter Southfield, Inc. Defined Contribution Retirement Plan is a benefit plan reported by Dexter Southfield, Inc. under EIN 04-2104152 and plan number 001. The latest loaded filing year is 2023. The filing reports 471 participants and $52,504,635 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dexter Southfield, Inc.
- EIN
- 04-2104152
- Plan number
- 001
- Plan type
- 2
- Location
- Brookline, MA
- Latest filing year
- 2023
- Participants
- 471
- End-of-year plan assets
- $52,504,635
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 471 | H, C | 20240617135549NAL0001063779001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,504,635
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,504,635
- Net assets (BOY)
- $44,632,096
Income & contributions
- Employer contributions
- $1,258,608
- Participant contributions
- $1,382,640
- Total contributions
- $2,709,758
- Total income / additions
- $10,514,254
Expenses & distributions
- Benefits paid
- $2,616,170
- Administrative expenses
- $25,545
- Total expenses
- $2,641,715
- Net increase / (decrease)
- $7,872,539
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Clifton Larson Allen Llp | ACCOUNTING | $12,750 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners | ADVISOR | $8,992 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | CONSULTING | $3,553 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $550 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dexter Southfield, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Brookline, MA
- Clifton Larson Allen Llp — Schedule C compensation
- Capfinancial Partners — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation
- Tiaa — Schedule C compensation