Plan5500

David Dobbs Enterprises, Inc. Retirement Savings Plan — Form 5500 plan (David Dobbs Enterprises, 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, David Dobbs Enterprises, Inc. Retirement Savings Plan is a benefit plan reported by David Dobbs Enterprises, Inc. under EIN 59-1960872 and plan number 001. The latest loaded filing year is 2023. The filing reports 76 participants and $4,784,666 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.8MPlan net assets, end of year$4,784,666
Participants76Covered participants reported
Assets / participant$63KComputed: assets ÷ participants$62,956 (computed)
Provider compensationNone reported
Plan sponsor
David Dobbs Enterprises, Inc.
EIN
59-1960872
Plan number
001
Plan type
2
Location
Saint Augustine, FL
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

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

  1. 2023
    76 participants · 2Sch I
    View filing →
Schedule I · 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)$4.8M total assets
Net assets$4.8MLiabilities$0
Money in vs. money out
Total income / additions$799K
Total expenses$189.8K
Benefits paid / distributions$186.3K
Contributions
Employer$47.3K
Participant$154.2K
Full reported line items

Net assets

Total assets (EOY)
$4,784,666
Total liabilities (EOY)
$0
Net assets (EOY)
$4,784,666
Net assets (BOY)
$4,175,455

Income & contributions

Employer contributions
$47,322
Participant contributions
$154,211
Total income / additions
$799,006

Expenses & distributions

Benefits paid
$186,285
Administrative expenses
$3,510
Total expenses
$189,795
Net increase / (decrease)
$609,211
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 23%Participant 77%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Schedule C

Service provider compensation

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

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages