Detwilers Retirement Savings Plan — Form 5500 plan (Detwilers Operations 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, Detwilers Retirement Savings Plan is a benefit plan reported by Detwilers Operations Inc. under EIN 47-2740643 and plan number 001. The latest loaded filing year is 2023. The filing reports 440 participants and $6,059,457 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Detwilers Operations Inc.
- EIN
- 47-2740643
- Plan number
- 001
- Plan type
- 2
- Location
- Sarasota, FL
- Latest filing year
- 2023
- Participants
- 440
- End-of-year plan assets
- $6,059,457
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 440 | H, C | 20240920123431NAL0007475265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,059,457
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,059,457
- Net assets (BOY)
- $4,416,466
Income & contributions
- Employer contributions
- $403,777
- Participant contributions
- $656,863
- Total contributions
- $1,138,972
- Total income / additions
- $1,985,718
Expenses & distributions
- Benefits paid
- $307,548
- Administrative expenses
- $35,179
- Total expenses
- $342,727
- Net increase / (decrease)
- $1,642,991
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Svcs | RETAINED BY PLAN SPONSOR | $20,723 | $0 | 2023 |
| Power Financial Partners | RETAINED BY PLAN SPONSOR | $9,049 | not reported in the loaded dataset | 2023 |
| Northwestern Mutual Wealth Mgt | RETAINED BY PLAN SPONSOR | $5,407 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Detwilers Operations Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Sarasota, FL
- John Hancock Retirement Plan Svcs — Schedule C compensation
- Power Financial Partners — Schedule C compensation
- Northwestern Mutual Wealth Mgt — Schedule C compensation