Dietz & Watson, Inc. Local 152 401(K) Savings 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. Local 152 401(K) Savings Plan is a benefit plan reported by Dietz & Watson, Inc. under EIN 23-0526135 and plan number 005. The latest loaded filing year is 2023. The filing reports 522 participants and $11,137,822 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dietz & Watson, Inc.
- EIN
- 23-0526135
- Plan number
- 005
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 522
- End-of-year plan assets
- $11,137,822
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 522 | H, C | 20241015092806NAL0014310083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,137,822
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,137,822
- Net assets (BOY)
- $9,033,003
Income & contributions
- Employer contributions
- $833,052
- Participant contributions
- $577,946
- Total contributions
- $1,672,323
- Total income / additions
- $2,989,563
Expenses & distributions
- Benefits paid
- $848,934
- Administrative expenses
- $34,434
- Total expenses
- $884,744
- Net increase / (decrease)
- $2,104,819
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors Fin Network Ll | INVESTMENT ADVISOR | $23,294 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $11,400 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,616 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dietz & Watson, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Wells Fargo Advisors Fin Network Ll — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation