Plan5500

Day & Zimmermann Retirement Plan — Form 5500 plan (Day & Zimmermann Group, 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, Day & Zimmermann Retirement Plan is a benefit plan reported by Day & Zimmermann Group, Inc. under EIN 23-3024522 and plan number 013. The latest loaded filing year is 2023. The filing reports 6,082 participants and $462,770,501 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Day & Zimmermann Group, Inc.
EIN
23-3024522
Plan number
013
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
6,082
End-of-year plan assets
$462,770,501

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,082H, C20241003074734NAL0009558289001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$462,770,501
Total liabilities (EOY)
$0
Net assets (EOY)
$462,770,501
Net assets (BOY)
$411,375,342

Income & contributions

Employer contributions
$10,104,983
Participant contributions
$24,502,087
Total contributions
$39,197,031
Total income / additions
$115,030,517

Expenses & distributions

Benefits paid
$67,051,928
Administrative expenses
$95,681
Total expenses
$67,139,935
Net increase / (decrease)
$47,890,582

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$517,430$02023
Capfinancial Partners, LLCINVESTMENT ADVISOR$63,676not reported in the loaded dataset2023
Morgan, Lewis & Bockius LlpLEGAL$35,892not reported in the loaded dataset2023
Fischer Cunnane & Associates LtdACCOUNTANT$16,648not reported in the loaded dataset2023

Related Form 5500 pages