2023 Form 5500 filing — Dagenais Enterprises Management Company, Inc. 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 20251014120604NAL0002843841001) for Dagenais Enterprises Management Company, Inc. 401(K) & Profit Sharing Plan, reported by Dagenais Enterprises Management Company, Inc. under EIN 38-3387316 and plan number 002. It reports 307 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251014120604NAL0002843841001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dagenais Enterprises Management Company, Inc.
- EIN
- 38-3387316
- Plan number
- 002
- Location
- Escanaba, MI
- Participants
- 307
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,665,422
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,665,422
- Employer contributions
- $351,149
- Participant contributions
- $900,572
- Total income / additions
- $3,233,743
- Benefits paid
- $2,095,982
- Administrative expenses
- $59,042
- Total expenses
- $2,232,599
- Net increase / (decrease)
- $1,001,144
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kerber Rose Wealth Management | ADVISOR | $29,012 | not reported in the loaded dataset |
| Anderson, Tackman & Company, Plc | ACCOUNTANT/AUDITOR | $19,050 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $10,980 | $0 |