Dey Distributing 401(K) Savings Plan — Form 5500 plan (Dey Appliance Service Co. 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, Dey Distributing 401(K) Savings Plan is a benefit plan reported by Dey Appliance Service Co. Inc. under EIN 41-0722731 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $7,368,740 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dey Appliance Service Co. Inc.
- EIN
- 41-0722731
- Plan number
- 001
- Plan type
- 2
- Location
- Vadnais Heights, MN
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $7,368,740
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20240919155726NAL0010844272001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,368,740
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,368,740
- Net assets (BOY)
- $6,128,122
Income & contributions
- Employer contributions
- $138,693
- Participant contributions
- $371,350
- Total contributions
- $520,043
- Total income / additions
- $1,700,918
Expenses & distributions
- Benefits paid
- $377,166
- Administrative expenses
- $54,104
- Total expenses
- $460,300
- Net increase / (decrease)
- $1,240,618
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $42,264 | $0 | 2023 |
| Osaic Wealth, Inc | BROKER/ADVISER | $0 | $12,386 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,389 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $2,970 | not reported in the loaded dataset | 2023 |
| Redhawk Wealth Advisors Inc | INVESTMENT ADVISOR | $2,480 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dey Appliance Service Co. Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Vadnais Heights, MN
- Empower Annuity Insurance Company O — Schedule C compensation
- Osaic Wealth, Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Redhawk Wealth Advisors Inc — Schedule C compensation