Dale L. Prentice Co. Salary Savings Plan — Form 5500 plan (Dale L. Prentice Co.)
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, Dale L. Prentice Co. Salary Savings Plan is a benefit plan reported by Dale L. Prentice Co. under EIN 38-1444792 and plan number 002. The latest loaded filing year is 2023. The filing reports 113 participants and $8,629,143 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8.6MPlan net assets, end of year$8,629,143
Participants113Covered participants reported
Assets / participant$76.4KComputed: assets ÷ participants$76,364 (computed)
Provider compensation$8.6K1 Schedule C provider row(s)$8,575
- Plan sponsor
- Dale L. Prentice Co.
- EIN
- 38-1444792
- Plan number
- 002
- Plan type
- 2
- Location
- Oak Park, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 113 | H, C | 20241013132120NAL0014088787001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$8.6M total assets
Net assets$8.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $8,629,143
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,629,143
- Net assets (BOY)
- $7,158,600
Income & contributions
- Employer contributions
- $228,755
- Participant contributions
- $603,781
- Total contributions
- $832,536
- Total income / additions
- $2,362,530
Expenses & distributions
- Benefits paid
- $880,906
- Administrative expenses
- $11,081
- Total expenses
- $891,987
- Net increase / (decrease)
- $1,470,543
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
27%73%
Employer 27%Participant 73%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income37%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $8,575 | $0 | 2023 |