2023 Form 5500 filing — Dimarco 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 20241015133753NAL0028599921001) for Dimarco Group Retirement Plan, reported by The Dimarco Group, LLC under EIN 16-1601728 and plan number 001. It reports 696 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133753NAL0028599921001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Dimarco Group, LLC
- EIN
- 16-1601728
- Plan number
- 001
- Location
- Rochester, NY
- Participants
- 696
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,166,961
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,166,961
- Employer contributions
- $943,829
- Participant contributions
- $2,429,210
- Total income / additions
- $11,005,376
- Benefits paid
- $4,868,855
- Administrative expenses
- $120,865
- Total expenses
- $4,989,720
- Net increase / (decrease)
- $6,015,656
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $110,950 | $0 |
| Lpl Financial - Rp | INVESTMENT ADVISOR | $49,740 | not reported in the loaded dataset |
| Enhanced Retirement Solutions | TPA | $10,993 | not reported in the loaded dataset |