F. Eugene Dixon, Jr. Pension Plan — Form 5500 plan (Marital Trust Under Agreement Of F. Eugene Dixon, Jr. Dated 6/30/06)
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, F. Eugene Dixon, Jr. Pension Plan is a benefit plan reported by Marital Trust Under Agreement Of F. Eugene Dixon, Jr. Dated 6/30/06 under EIN 25-6894073 and plan number 001. The latest loaded filing year is 2023. The filing reports 81 participants and $10,828,327 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marital Trust Under Agreement Of F. Eugene Dixon, Jr. Dated 6/30/06
- EIN
- 25-6894073
- Plan number
- 001
- Plan type
- 3
- Location
- Lafayette Hill, PA
- Latest filing year
- 2023
- Participants
- 81
- End-of-year plan assets
- $10,828,327
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 81 | I | 20241015101726NAL0028036129001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $10,828,327
- Net assets (EOY)
- $10,828,327
- Net assets (BOY)
- $9,465,718
Income & contributions
- Employer contributions
- $490,000
- Total income / additions
- $2,122,636
Expenses & distributions
- Benefits paid
- $618,804
- Total expenses
- $760,027
- Net increase / (decrease)
- $1,362,609
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.