Dovedale Sales Corp. 401(K) Plan — Form 5500 plan (Dovedale Sales 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, Dovedale Sales Corp. 401(K) Plan is a benefit plan reported by Dovedale Sales Corp. under EIN 11-2106551 and plan number 001. The latest loaded filing year is 2023. The filing reports 303 participants and $13,759,603 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dovedale Sales Corp.
- EIN
- 11-2106551
- Plan number
- 001
- Plan type
- 2
- Location
- Commack, NY
- Latest filing year
- 2023
- Participants
- 303
- End-of-year plan assets
- $13,759,603
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 303 | H, C | 20241015193526NAL0017120195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,759,603
- Total liabilities (EOY)
- $74,401
- Net assets (EOY)
- $13,685,202
- Net assets (BOY)
- $11,299,076
Income & contributions
- Employer contributions
- $507,083
- Participant contributions
- $924,719
- Total contributions
- $1,989,964
- Total income / additions
- $3,736,358
Expenses & distributions
- Benefits paid
- $1,208,297
- Administrative expenses
- $67,534
- Total expenses
- $1,350,232
- Net increase / (decrease)
- $2,386,126
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $35,363 | $0 | 2023 |
| Empower Life & Annuity Insurance Co | RECORDKEEPER/BOOKKEEPER | $13,115 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dovedale Sales Corp.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Commack, NY
- Principal Life Insurance Company — Schedule C compensation
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation