Dixon/Schwabl Advertising, Inc. 401(K) And Profit Sharing Plan — Form 5500 plan (Dixon/Schwabl Advertising, 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, Dixon/Schwabl Advertising, Inc. 401(K) And Profit Sharing Plan is a benefit plan reported by Dixon/Schwabl Advertising, Inc. under EIN 16-1409122 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $11,812,769 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dixon/Schwabl Advertising, Inc.
EIN
16-1409122
Plan number
001
Plan type
2
Location
Victor, NY
Latest filing year
2023
Participants
137
End-of-year plan assets
$11,812,769

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023137H, C20241002101319NAL0003941795001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,812,769
Total liabilities (EOY)
$0
Net assets (EOY)
$11,812,769
Net assets (BOY)
$10,131,828

Income & contributions

Employer contributions
$134,790
Participant contributions
$747,387
Total contributions
$900,834
Total income / additions
$2,716,170

Expenses & distributions

Benefits paid
$949,502
Administrative expenses
$85,727
Total expenses
$1,035,229
Net increase / (decrease)
$1,680,941

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Burke GroupNONE$56,781$02023
Alesco Advisors LLCFINANCIAL ADVISOR$28,946$02023

Related Form 5500 pages