2023 Form 5500 filing — Diversified Family Services Retirement Plan 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 20250321093538NAL0013705248001) for Diversified Family Services Retirement Plan Retirement Plan, reported by Diversified Family Services under EIN 25-1576497 and plan number 001. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250321093538NAL0013705248001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Diversified Family Services
- EIN
- 25-1576497
- Plan number
- 001
- Location
- Hermitage, PA
- Participants
- 145
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,342,559
- Net assets (EOY)
- $4,342,559
- Employer contributions
- $334,975
- Participant contributions
- $111,806
- Total income / additions
- $954,449
- Benefits paid
- $340,519
- Administrative expenses
- $3,305
- Total expenses
- $343,824
- Net increase / (decrease)
- $610,625
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $1,265 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,240 | $0 |
| Definiti LLC | CONTRACT ADMIN | $800 | $0 |