D & C Employees' 401(K) Plan — Form 5500 plan (Dillon Supply Company)
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, D & C Employees' 401(K) Plan is a benefit plan reported by Dillon Supply Company under EIN 56-0201300 and plan number 002. The latest loaded filing year is 2023. The filing reports 558 participants and $23,924,674 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dillon Supply Company
- EIN
- 56-0201300
- Plan number
- 002
- Plan type
- 2
- Location
- Raleigh, NC
- Latest filing year
- 2023
- Participants
- 558
- End-of-year plan assets
- $23,924,674
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 558 | H, C | 20240809080213NAL0010523760001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,924,674
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,924,674
- Net assets (BOY)
- $20,472,104
Income & contributions
- Employer contributions
- $511,777
- Participant contributions
- $2,538,399
- Total contributions
- $3,890,388
- Total income / additions
- $7,444,514
Expenses & distributions
- Benefits paid
- $3,866,637
- Administrative expenses
- $115,816
- Total expenses
- $3,991,944
- Net increase / (decrease)
- $3,452,570
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $75,248 | $0 | 2023 |
| Guardian Wealth Partners | INVESTMENT ADVISORY | $30,144 | not reported in the loaded dataset | 2023 |
| Guardian Wealth Advisors | INVESTMENT ADVISORY | $10,424 | not reported in the loaded dataset | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dillon Supply Company
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Raleigh, NC
- Principal Life Insurance Company — Schedule C compensation
- Guardian Wealth Partners — Schedule C compensation
- Guardian Wealth Advisors — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation