M. Dyer & Sons, Inc. Employee Stock Ownership Plan — Form 5500 plan (M. Dyer & Sons, 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, M. Dyer & Sons, Inc. Employee Stock Ownership Plan is a benefit plan reported by M. Dyer & Sons, Inc. under EIN 99-0118901 and plan number 002. The latest loaded filing year is 2023. The filing reports 114 participants and $7,373,459 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
M. Dyer & Sons, Inc.
EIN
99-0118901
Plan number
002
Plan type
2
Location
Pearl City, HI
Latest filing year
2023
Participants
114
End-of-year plan assets
$7,373,459

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023114H, C20240925154827NAL0014989681001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,373,459
Total liabilities (EOY)
$47,647
Net assets (EOY)
$7,325,812
Net assets (BOY)
$6,401,451

Income & contributions

Employer contributions
$732,000
Total contributions
$732,000
Total income / additions
$1,293,933

Expenses & distributions

Benefits paid
$362,739
Administrative expenses
$6,833
Total expenses
$369,572
Net increase / (decrease)
$924,361

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MerrillINVESTMENT MANAGEMENT$6,743not reported in the loaded dataset2023

Related Form 5500 pages