2023 Form 5500 filing — Digeronimo Companies Retirement Savings Trust And 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 20241015171504NAL0015154451001) for Digeronimo Companies Retirement Savings Trust And Plan, reported by Digeronimo under EIN 34-0938274 and plan number 001. It reports 545 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015171504NAL0015154451001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Digeronimo
- EIN
- 34-0938274
- Plan number
- 001
- Location
- Independence, OH
- Participants
- 545
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,997,580
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,997,580
- Employer contributions
- $2,533,340
- Participant contributions
- $3,476,709
- Total income / additions
- $16,676,451
- Benefits paid
- $7,455,136
- Administrative expenses
- $217,002
- Total expenses
- $7,673,805
- Net increase / (decrease)
- $9,002,646
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $134,529 | $0 |
| Enza Financial LLC | NONE | $39,753 | not reported in the loaded dataset |
| Focus Operating LLC Dba Bfsg LLC | INVESTMENT ADVISOR | $15,435 | not reported in the loaded dataset |
| Prudential Investment Management Se | NONE | $42 | $455 |