Dialamerica Marketing, Inc. 401(K) Savings Plan — Form 5500 plan (Dialamerica Marketing, 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, Dialamerica Marketing, Inc. 401(K) Savings Plan is a benefit plan reported by Dialamerica Marketing, Inc. under EIN 22-2115626 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,574 participants and $42,680,836 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dialamerica Marketing, Inc.
EIN
22-2115626
Plan number
001
Plan type
2
Location
Mahwah, NJ
Latest filing year
2023
Participants
1,574
End-of-year plan assets
$42,680,836

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,574H, C20241009071523NAL0036394978001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,680,836
Total liabilities (EOY)
$0
Net assets (EOY)
$42,680,836
Net assets (BOY)
$37,973,815

Income & contributions

Employer contributions
$0
Participant contributions
$1,860,077
Total contributions
$1,861,938
Total income / additions
$7,633,135

Expenses & distributions

Benefits paid
$2,813,137
Administrative expenses
$46,343
Total expenses
$2,926,114
Net increase / (decrease)
$4,707,021

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fiduciary Plan Partners LLC Dba FidINVESTMENT ADVISOR$29,999not reported in the loaded dataset2023
Jpmorgan Invest Holdings LLCRECORDKEEPER$10,571$02023

Related Form 5500 pages