2023 Form 5500 filing — Dw Logistics Local 152 401(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 20241015092630NAL0029129953001) for Dw Logistics Local 152 401(K) Plan, reported by Dietz & Watson, Inc. under EIN 23-0526135 and plan number 007. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015092630NAL0029129953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dietz & Watson, Inc.
- EIN
- 23-0526135
- Plan number
- 007
- Location
- Philadelphia, PA
- Participants
- 144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,278,186
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,278,186
- Employer contributions
- $120,652
- Participant contributions
- $66,279
- Total income / additions
- $351,264
- Benefits paid
- $71,699
- Administrative expenses
- $8,454
- Total expenses
- $80,153
- Net increase / (decrease)
- $271,111
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $5,404 | $0 |
| Wells Fargo Advisors Fin Network Ll | INVESTMENT ADVISOR | $2,703 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $347 | not reported in the loaded dataset |