2023 Form 5500 filing — Dicalite Management Group, Inc. Tax Sheltered 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 20241015162321NAL0048884816001) for Dicalite Management Group, Inc. Tax Sheltered Savings Plan, reported by Dicalite Management Group, Inc. under EIN 80-0423777 and plan number 014. It reports 407 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015162321NAL0048884816001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dicalite Management Group, Inc.
- EIN
- 80-0423777
- Plan number
- 014
- Location
- West Conshohocken, PA
- Participants
- 407
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,609,862
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,609,862
- Employer contributions
- $415,316
- Participant contributions
- $892,273
- Total income / additions
- $2,538,658
- Benefits paid
- $345,545
- Administrative expenses
- $85,932
- Total expenses
- $444,200
- Net increase / (decrease)
- $2,094,458
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mma Securities, LLC | INVESTMENT/FINANCIAL ADVI | $50,185 | $0 |
| Adp, Inc. | RECORD KEEPER | $36,688 | $0 |
| Morison Cogen Llp | ACCOUNTANT | $24,150 | $0 |