2023 Form 5500 filing — Day & Zimmermann 401(K) Plan For Contract Employees
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 20241003074828NAL0009558625001) for Day & Zimmermann 401(K) Plan For Contract Employees, reported by Day & Zimmermann Group, Inc. under EIN 23-3024522 and plan number 015. It reports 2,096 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003074828NAL0009558625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Day & Zimmermann Group, Inc.
- EIN
- 23-3024522
- Plan number
- 015
- Location
- Philadelphia, PA
- Participants
- 2,096
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,263,449
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,263,449
- Employer contributions
- $160
- Participant contributions
- $1,209,409
- Total income / additions
- $3,209,737
- Benefits paid
- $2,388,085
- Administrative expenses
- $15,620
- Total expenses
- $2,403,705
- Net increase / (decrease)
- $806,032
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $22,412 | $0 |
| Fischer Cunnane & Associates Ltd | ACCOUNTANT | $10,618 | not reported in the loaded dataset |