Dietz & Watson, Inc. Union Employees' Pension Plan — Form 5500 plan (Dietz & Watson, 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, Dietz & Watson, Inc. Union Employees' Pension Plan is a benefit plan reported by Dietz & Watson, Inc. under EIN 23-0526135 and plan number 003. The latest loaded filing year is 2023. The filing reports 141 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$0Plan net assets, end of year
Participants141Covered participants reported
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensationNone reported
Plan sponsor
Dietz & Watson, Inc.
EIN
23-0526135
Plan number
003
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023141H20240731123121NAL0033953888001
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.

Money in vs. money out
Total income / additions$296.5K
Total expenses$3.2M
Benefits paid / distributions$3.1M
Full reported line items

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$3,201,925

Income & contributions

Total contributions
$0
Total income / additions
$296,473

Expenses & distributions

Benefits paid
$3,139,172
Administrative expenses
$17,030
Total expenses
$3,156,202
Net increase / (decrease)
-$2,859,729
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.

Benefits paid ÷ total income1059%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages