2023 Form 5500 filing — Did Agency Group, LLC 401(K) Profit Sharing 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 20241015165618NAL0015120723001) for Did Agency Group, LLC 401(K) Profit Sharing Plan, reported by Did Agency Group, LLC under EIN 61-1846362 and plan number 002. It reports 306 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015165618NAL0015120723001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Did Agency Group, LLC
- EIN
- 61-1846362
- Plan number
- 002
- Location
- Philadelphia, PA
- Participants
- 306
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,467,196
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,467,196
- Employer contributions
- $569,122
- Participant contributions
- $1,763,532
- Total income / additions
- $5,085,808
- Benefits paid
- $2,452,345
- Administrative expenses
- $61,263
- Total expenses
- $2,513,608
- Net increase / (decrease)
- $2,572,200
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Equitable Advisors LLC | INVESTMENT ADVISORY | $39,893 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs | RECORDKEEPER | $19,180 | $0 |
| Capital Group Retirement Plan Svcs | RECORDKEEPER | $12,988 | $0 |
| Mandmarblestone Group LLC | CONTRACT ADMIN | $2,190 | not reported in the loaded dataset |
| Mandmarblestone Group LLC | CONTRACT ADMIN | $579 | not reported in the loaded dataset |