D.E.W. Construction 401(K) Profit Sharing Plan — Form 5500 plan (D.E.W. Construction Corp.)
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, D.E.W. Construction 401(K) Profit Sharing Plan is a benefit plan reported by D.E.W. Construction Corp. under EIN 04-3360865 and plan number 001. The latest loaded filing year is 2023. The filing reports 152 participants and $14,251,748 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- D.E.W. Construction Corp.
- EIN
- 04-3360865
- Plan number
- 001
- Plan type
- 2
- Location
- Williston, VT
- Latest filing year
- 2023
- Participants
- 152
- End-of-year plan assets
- $14,251,748
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 152 | H, C | 20241015093001NAL0055369250001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,251,748
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,251,748
- Net assets (BOY)
- $12,288,968
Income & contributions
- Employer contributions
- $219,654
- Participant contributions
- $910,952
- Total contributions
- $1,253,204
- Total income / additions
- $3,115,954
Expenses & distributions
- Benefits paid
- $1,141,264
- Administrative expenses
- $11,910
- Total expenses
- $1,153,174
- Net increase / (decrease)
- $1,962,780
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services LLC | ADVISOR | $0 | $21,682 | 2023 |
| The Swanson Group LLC | ACCOUNTANT/AUDITOR | $10,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$20,642 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for D.E.W. Construction Corp.
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in Williston, VT
- Kestra Investment Services LLC — Schedule C compensation
- The Swanson Group LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation