Day & Zimmermann 401(K) Plan For Contract Employees — 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 401(K) Plan For Contract Employees is a benefit plan reported by Day & Zimmermann Group, Inc. under EIN 23-3024522 and plan number 015. The latest loaded filing year is 2023. The filing reports 2,096 participants and $12,263,449 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
015
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
2,096
End-of-year plan assets
$12,263,449

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,096H, C20241003074828NAL0009558625001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,263,449
Total liabilities (EOY)
$0
Net assets (EOY)
$12,263,449
Net assets (BOY)
$11,522,012

Income & contributions

Employer contributions
$160
Participant contributions
$1,209,409
Total contributions
$1,341,863
Total income / additions
$3,209,737

Expenses & distributions

Benefits paid
$2,388,085
Administrative expenses
$15,620
Total expenses
$2,403,705
Net increase / (decrease)
$806,032

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$22,412$02023
Fischer Cunnane & Associates LtdACCOUNTANT$10,618not reported in the loaded dataset2023

Related Form 5500 pages