Dimock Community Foundation 403(B) Plan — Form 5500 plan (Dimock Community Foundation)
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, Dimock Community Foundation 403(B) Plan is a benefit plan reported by Dimock Community Foundation under EIN 04-3487827 and plan number 001. The latest loaded filing year is 2023. The filing reports 887 participants and $12,325,921 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dimock Community Foundation
- EIN
- 04-3487827
- Plan number
- 001
- Plan type
- 2
- Location
- Roxbury, MA
- Latest filing year
- 2023
- Participants
- 887
- End-of-year plan assets
- $12,325,921
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 887 | H, C | 20241015141603NAL0028728993001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,325,921
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,325,921
- Net assets (BOY)
- $10,332,682
Income & contributions
- Employer contributions
- $432,729
- Participant contributions
- $951,818
- Total contributions
- $1,405,259
- Total income / additions
- $3,150,766
Expenses & distributions
- Benefits paid
- $1,093,053
- Administrative expenses
- $51,536
- Total expenses
- $1,157,527
- Net increase / (decrease)
- $1,993,239
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $51,536 | $0 | 2023 |