Diversified Management Group, Inc. 401(K) Plan — Form 5500 plan (Diversified Management 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, Diversified Management Group, Inc. 401(K) Plan is a benefit plan reported by Diversified Management Group, Inc. under EIN 27-3524206 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,022 participants and $3,710,565 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Diversified Management Group, Inc.
EIN
27-3524206
Plan number
003
Plan type
2
Location
Eau Claire, WI
Latest filing year
2023
Participants
1,022
End-of-year plan assets
$3,710,565

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,022H, C20240930083622NAL0010797362001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,710,565
Total liabilities (EOY)
$465
Net assets (EOY)
$3,710,100
Net assets (BOY)
$3,351,820

Income & contributions

Employer contributions
$146,709
Participant contributions
$304,246
Total contributions
$450,955
Total income / additions
$961,193

Expenses & distributions

Benefits paid
$580,728
Administrative expenses
$22,185
Total expenses
$602,913
Net increase / (decrease)
$358,280

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, N.A.NONE$11,684$02023
Orgel Wealth ManagementNONE$10,501not reported in the loaded dataset2023

Related Form 5500 pages