Dee Holdings, Inc. 401(K) Plan — Form 5500 plan (Dee Holdings, Inc.)
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, Dee Holdings, Inc. 401(K) Plan is a benefit plan reported by Dee Holdings, Inc. under EIN 20-0572514 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,101 participants and $7,724,857 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$7.7MPlan net assets, end of year$7,724,857
Participants1.1KCovered participants reported1,101
Assets / participant$7KComputed: assets ÷ participants$7,016 (computed)
Provider compensation$27.6K2 Schedule C provider row(s)$27,643
- Plan sponsor
- Dee Holdings, Inc.
- EIN
- 20-0572514
- Plan number
- 002
- Plan type
- 2
- Location
- Celina, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,101 | H, C | 20241011103932NAL0022591489001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$7.7M total assets
Net assets$7.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $7,724,857
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,724,857
- Net assets (BOY)
- $6,851,279
Income & contributions
- Employer contributions
- $238,978
- Participant contributions
- $1,179,747
- Total contributions
- $1,551,658
- Total income / additions
- $2,859,020
Expenses & distributions
- Benefits paid
- $1,831,089
- Administrative expenses
- $89,582
- Total expenses
- $1,985,442
- Net increase / (decrease)
- $873,578
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
17%83%
Employer 17%Participant 83%
Total expenses ÷ net assets26%Computed ratio
Benefits paid ÷ total income64%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jones & Fry Cpas Inc | ACCOUNTANT | $15,750 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $11,893 | $0 | 2023 |