Original filing (PDF)20240430131602NAL0040467890001

DICKERSON INVESTMENTS, INC

Name: DICKERSON INVESTMENTS, INC — DICKERSON INVESTMENTS, INC CBIN BENEFIT PLAN, Form 5500 (2022)
Creator: DICKERSON INVESTMENTS, INC

Form 5500-SF

FILING_RECEIVED

DICKERSON INVESTMENTS, INC CBIN BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DICKERSON INVESTMENTS, INC.

Plan sponsor

Name

DICKERSON INVESTMENTS, INC

EIN

82-5207528

Address

5761 STONECHAT LN · INDIANAPOLIS, IN · 46239

Phone

(317) 902-7336

Industry

Real Estatesee all

Plan administrator

Name

JENNIFER ELKIN

EIN

83-6614110

City

INDIANAPOLIS, IN

Phone

(317) 264-3110

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-10-01

Tax period

2023-09-30

Filed

2024-04-30

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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