2023 Form 5500 filing — Dominion Group 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 20241011134929NAL0022871361001) for Dominion Group 401(K) Plan, reported by Dominion Development Group, LLC under EIN 26-0639406 and plan number 001. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011134929NAL0022871361001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Dominion Development Group, LLC
- EIN
- 26-0639406
- Plan number
- 001
- Location
- Knoxville, TN
- Participants
- 164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,797,305
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,797,305
- Employer contributions
- $193,522
- Participant contributions
- $309,180
- Total income / additions
- $992,380
- Benefits paid
- $484,194
- Administrative expenses
- $28,960
- Total expenses
- $513,154
- Net increase / (decrease)
- $479,226
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Sol LLC | RECORDKEEPER | $18,876 | $0 |
| Sageview Advisory Group LLC | INVEST ADVISORY | $7,607 | not reported in the loaded dataset |
| Erisa Services Inc. | RECORDKEEPER | $2,444 | $53 |