Dagenais Enterprises Management Company, Inc. 401(K) & Profit Sharing Plan — Form 5500 plan (Dagenais Enterprises Management Company, 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, Dagenais Enterprises Management Company, Inc. 401(K) & Profit Sharing Plan is a benefit plan reported by Dagenais Enterprises Management Company, Inc. under EIN 38-3387316 and plan number 002. The latest loaded filing year is 2023. The filing reports 307 participants and $15,665,422 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dagenais Enterprises Management Company, Inc.
- EIN
- 38-3387316
- Plan number
- 002
- Plan type
- 2
- Location
- Escanaba, MI
- Latest filing year
- 2023
- Participants
- 307
- End-of-year plan assets
- $15,665,422
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 307 | H, C | 20251014120604NAL0002843841001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,665,422
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,665,422
- Net assets (BOY)
- $14,664,278
Income & contributions
- Employer contributions
- $351,149
- Participant contributions
- $900,572
- Total contributions
- $1,251,721
- Total income / additions
- $3,233,743
Expenses & distributions
- Benefits paid
- $2,095,982
- Administrative expenses
- $59,042
- Total expenses
- $2,232,599
- Net increase / (decrease)
- $1,001,144
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kerber Rose Wealth Management | ADVISOR | $29,012 | not reported in the loaded dataset | 2023 |
| Anderson, Tackman & Company, Plc | ACCOUNTANT/AUDITOR | $19,050 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $10,980 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dagenais Enterprises Management Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Escanaba, MI
- Kerber Rose Wealth Management — Schedule C compensation
- Anderson, Tackman & Company, Plc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation