Dba Dutchie 401(K) Plan — Form 5500 plan (Courier Plus, 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, Dba Dutchie 401(K) Plan is a benefit plan reported by Courier Plus, Inc. under EIN 83-1035109 and plan number 001. The latest loaded filing year is 2023. The filing reports 538 participants and $12,216,155 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Courier Plus, Inc.
EIN
83-1035109
Plan number
001
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
538
End-of-year plan assets
$12,216,155

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023538H, C20250806144747NAL0001751475001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,216,155
Total liabilities (EOY)
$0
Net assets (EOY)
$12,216,155
Net assets (BOY)
$9,571,968

Income & contributions

Participant contributions
$3,233,401
Total contributions
$3,370,124
Total income / additions
$5,073,506

Expenses & distributions

Benefits paid
$2,386,849
Administrative expenses
$42,470
Total expenses
$2,429,319
Net increase / (decrease)
$2,644,187

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Compensation Systems, IncCONTRACT ADMIN$8,837$31,2212023
Global Retirement PartnersINVESTMENT ADVISOR$9,612not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$8,658$02023

Related Form 5500 pages