2023 Form 5500 filing — Dial Senior Management, Inc. 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 20241015145340NAL0028832785001) for Dial Senior Management, Inc. 401(K) Plan, reported by Dial Silvercrest Corp. under EIN 91-1825726 and plan number 001. It reports 896 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015145340NAL0028832785001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dial Silvercrest Corp.
- EIN
- 91-1825726
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 896
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,536,264
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,536,264
- Employer contributions
- $661,038
- Participant contributions
- $1,156,625
- Total income / additions
- $3,735,212
- Benefits paid
- $1,242,026
- Administrative expenses
- $67,283
- Total expenses
- $1,309,309
- Net increase / (decrease)
- $2,425,903
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Advisors | REGISTERED INVESTMENT AD | $45,217 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $4,160 | $0 |