Dix 1898, Inc. 401(K) Plan — Form 5500 plan (Dix 1898, 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, Dix 1898, Inc. 401(K) Plan is a benefit plan reported by Dix 1898, Inc. under EIN 34-0628530 and plan number 002. The latest loaded filing year is 2023. The filing reports 190 participants and $15,305,982 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dix 1898, Inc.
EIN
34-0628530
Plan number
002
Plan type
2
Location
Zanesville, OH
Latest filing year
2023
Participants
190
End-of-year plan assets
$15,305,982

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023190H, C20240823082407NAL0012755618001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,305,982
Total liabilities (EOY)
$0
Net assets (EOY)
$15,305,982
Net assets (BOY)
$13,589,636

Income & contributions

Employer contributions
$110,553
Participant contributions
$373,243
Total contributions
$549,850
Total income / additions
$3,186,324

Expenses & distributions

Benefits paid
$1,409,227
Administrative expenses
$60,751
Total expenses
$1,469,978
Net increase / (decrease)
$1,716,346

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$27,430$02023

Related Form 5500 pages