Diversified Communications 401(K) Plan — Form 5500 plan (Diversified Holding Co.)
Plain-English plan 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, Diversified Communications 401(K) Plan is a benefit plan reported by Diversified Holding Co. under EIN 01-0522788 and plan number 003. The latest loaded filing year is 2023. The filing reports 479 participants and $81,088,409 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Diversified Holding Co.
- EIN
- 01-0522788
- Plan number
- 003
- Plan type
- 2
- Location
- Portland, ME
- Latest filing year
- 2023
- Participants
- 479
- End-of-year plan assets
- $81,088,409
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 479 | H, C | 20240916122535NAL0001465873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $81,088,409
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,088,409
- Net assets (BOY)
- $69,877,619
Income & contributions
- Employer contributions
- $3,493,871
- Participant contributions
- $3,313,207
- Total contributions
- $7,192,007
- Total income / additions
- $19,309,237
Expenses & distributions
- Benefits paid
- $8,095,607
- Administrative expenses
- $2,840
- Total expenses
- $8,098,447
- Net increase / (decrease)
- $11,210,790
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services | INVESTMENT ADVISOR | $27,000 | not reported in the loaded dataset | 2023 |
| Baker Newman Noyes | ACCOUNTANT/AUDITOR | $16,300 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$40,460 | $0 | 2023 |