2023 Form 5500 filing — Day & Zimmermann Retirement 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 20241003074734NAL0009558289001) for Day & Zimmermann Retirement Plan, reported by Day & Zimmermann Group, Inc. under EIN 23-3024522 and plan number 013. It reports 6,082 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003074734NAL0009558289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Day & Zimmermann Group, Inc.
- EIN
- 23-3024522
- Plan number
- 013
- Location
- Philadelphia, PA
- Participants
- 6,082
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $462,770,501
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $462,770,501
- Employer contributions
- $10,104,983
- Participant contributions
- $24,502,087
- Total income / additions
- $115,030,517
- Benefits paid
- $67,051,928
- Administrative expenses
- $95,681
- Total expenses
- $67,139,935
- Net increase / (decrease)
- $47,890,582
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $517,430 | $0 |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $63,676 | not reported in the loaded dataset |
| Morgan, Lewis & Bockius Llp | LEGAL | $35,892 | not reported in the loaded dataset |
| Fischer Cunnane & Associates Ltd | ACCOUNTANT | $16,648 | not reported in the loaded dataset |