2023 Form 5500 filing — Dions 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 20250714112940NAL0001399488001) for Dions 401(K) Plan, reported by Peter-Defries Corporation under EIN 85-0293433 and plan number 001. It reports 1,118 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714112940NAL0001399488001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peter-Defries Corporation
- EIN
- 85-0293433
- Plan number
- 001
- Location
- Albuquerque, NM
- Participants
- 1,118
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,519,596
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,519,596
- Employer contributions
- $877,079
- Participant contributions
- $1,051,884
- Total income / additions
- $6,262,913
- Benefits paid
- $2,488,466
- Administrative expenses
- $170,898
- Total expenses
- $2,659,364
- Net increase / (decrease)
- $3,603,549
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Benefits Group LLC | NONE | $60,795 | not reported in the loaded dataset |
| Usb Financial | NONE | $35,211 | not reported in the loaded dataset |