Dix.Hite Esop And Trust — Form 5500 plan (Dix.Hite + Partners, 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, Dix.Hite Esop And Trust is a benefit plan reported by Dix.Hite + Partners, Inc. under EIN 59-3368091 and plan number 002. The latest loaded filing year is 2023. The filing reports 59 participants and $2,220,500 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dix.Hite + Partners, Inc.
- EIN
- 59-3368091
- Plan number
- 002
- Plan type
- 2
- Location
- Longwood, FL
- Latest filing year
- 2023
- Participants
- 59
- End-of-year plan assets
- $2,220,500
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 59 | I | 20240514110007NAL0047249329001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,220,500
- Total liabilities (EOY)
- $455,707
- Net assets (EOY)
- $1,764,793
- Net assets (BOY)
- $686,104
Income & contributions
- Employer contributions
- $33,443
- Total income / additions
- $1,093,443
Expenses & distributions
- Total expenses
- $14,754
- Net increase / (decrease)
- $1,078,689
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.