Plan5500

2023 Form 5500 filing — Diversified Search Group 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 20241014132505NAL0052422626001) for Diversified Search Group Retirement Plan, reported by Sv-Dvf Holdings, LLC under EIN 83-3359849 and plan number 001. It reports 424 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014132505NAL0052422626001
Filing year
2023
Form type
2
Plan sponsor
Sv-Dvf Holdings, LLC
EIN
83-3359849
Plan number
001
Location
Philadelphia, PA
Participants
424
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$48,067,995
Total liabilities (EOY)
$0
Net assets (EOY)
$48,067,995
Employer contributions
$1,305,883
Participant contributions
$3,836,015
Total income / additions
$12,058,323
Benefits paid
$4,011,303
Administrative expenses
$139,455
Total expenses
$4,157,475
Net increase / (decrease)
$7,900,848
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fund One Enterprise Holdings LLCOTHER$33,790not reported in the loaded dataset
Kestra Advisory Services LLCINVESTMENT ADVISOR$31,471not reported in the loaded dataset
Dwc Erisa Consultants LLCCONTRACT ADMIN$25,199not reported in the loaded dataset
Fisher Cunnane & AssociatesAUDITOR$15,900not reported in the loaded dataset
Empower Annuity Insurance Company ORECORDKEEPER$14,308$0
Towers Watson Investment Services IINVESTMENT ADVISOR$10,763not reported in the loaded dataset
Empower Advisory Group, LLCINVESTMENT MGMT$7,642not reported in the loaded dataset

Related Form 5500 pages