Dickinson Financial Corporation Retirement Plan — Form 5500 plan (Dickinson Financial Corporation)

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, Dickinson Financial Corporation Retirement Plan is a benefit plan reported by Dickinson Financial Corporation under EIN 43-1487933 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,156 participants and $66,528,928 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$66.5MPlan net assets, end of year$66,512,219
Participants1.2KCovered participants reported1,156
Assets / participant$57.6KComputed: assets ÷ participants$57,551 (computed)
Provider compensation$250.4K2 Schedule C provider row(s)$250,382
Plan sponsor
Dickinson Financial Corporation
EIN
43-1487933
Plan number
001
Plan type
2
Location
Kansas City, MO
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,156 participants · 2Sch HSch C
    View filing →
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)$66.5M total assets
Net assets$66.5MLiabilities$16.7K
Money in vs. money out
Total income / additions$14.3M
Total expenses$4.3M
Benefits paid / distributions$4.1M
Contributions
Employer$981.4K
Participant$2.9M
Full reported line items

Net assets

Total assets (EOY)
$66,528,928
Total liabilities (EOY)
$16,709
Net assets (EOY)
$66,512,219
Net assets (BOY)
$56,557,601

Income & contributions

Employer contributions
$981,395
Participant contributions
$2,852,248
Total contributions
$5,380,550
Total income / additions
$14,255,739

Expenses & distributions

Benefits paid
$4,097,424
Administrative expenses
$185,500
Total expenses
$4,301,121
Net increase / (decrease)
$9,954,618
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.

Contribution share (employer vs. participant)
Employer 26%Participant 74%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    RECORDKEEPER · Direct $185.7K · Indirect $0
  2. 2
    NONE · Direct $64.7K

What to inspect next

Frequently asked questions

Who sponsors the Dickinson Financial Corporation Retirement Plan?
Dickinson Financial Corporation Retirement Plan is reported as sponsored by Dickinson Financial Corporation (EIN 43-1487933, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Dickinson Financial Corporation Retirement Plan?
The latest Form 5500 filing year loaded for Dickinson Financial Corporation Retirement Plan is 2023.
How many participants does Dickinson Financial Corporation Retirement Plan report?
Dickinson Financial Corporation Retirement Plan reports 1,156 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Dickinson Financial Corporation Retirement Plan?
Dickinson Financial Corporation Retirement Plan reports $66,528,928 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages