2023 Form 5500 filing — Diversified Management Group, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240930083622NAL0010797362001) for Diversified Management Group, Inc. 401(K) Plan, reported by Diversified Management Group, Inc. under EIN 27-3524206 and plan number 003. It reports 1,022 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930083622NAL0010797362001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Diversified Management Group, Inc.
- EIN
- 27-3524206
- Plan number
- 003
- Location
- Eau Claire, WI
- Participants
- 1,022
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,710,565
- Total liabilities (EOY)
- $465
- Net assets (EOY)
- $3,710,100
- Employer contributions
- $146,709
- Participant contributions
- $304,246
- Total income / additions
- $961,193
- Benefits paid
- $580,728
- Administrative expenses
- $22,185
- Total expenses
- $602,913
- Net increase / (decrease)
- $358,280
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Financial, N.A. | NONE | $11,684 | $0 |
| Orgel Wealth Management | NONE | $10,501 | not reported in the loaded dataset |