2023 Form 5500 filing — Dietz & Watson, Inc. Local 152 401(K) Savings 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 20241015092806NAL0014310083001) for Dietz & Watson, Inc. Local 152 401(K) Savings Plan, reported by Dietz & Watson, Inc. under EIN 23-0526135 and plan number 005. It reports 522 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015092806NAL0014310083001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dietz & Watson, Inc.
- EIN
- 23-0526135
- Plan number
- 005
- Location
- Philadelphia, PA
- Participants
- 522
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,137,822
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,137,822
- Employer contributions
- $833,052
- Participant contributions
- $577,946
- Total income / additions
- $2,989,563
- Benefits paid
- $848,934
- Administrative expenses
- $34,434
- Total expenses
- $884,744
- Net increase / (decrease)
- $2,104,819
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors Fin Network Ll | INVESTMENT ADVISOR | $23,294 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $11,400 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,616 | not reported in the loaded dataset |