Qualfon/Dialog Direct 401k Plan — Form 5500 plan (Dialogdirect, 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, Qualfon/Dialog Direct 401k Plan is a benefit plan reported by Dialogdirect, Inc. under EIN 46-1570786 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,386 participants and $48,588,859 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dialogdirect, Inc.
- EIN
- 46-1570786
- Plan number
- 001
- Plan type
- 2
- Location
- Highland Park, MI
- Latest filing year
- 2023
- Participants
- 3,386
- End-of-year plan assets
- $48,588,859
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,386 | H, C | 20241010190259NAL0036782528001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,588,859
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,588,859
- Net assets (BOY)
- $41,004,642
Income & contributions
- Employer contributions
- $449,314
- Participant contributions
- $3,772,308
- Total contributions
- $4,498,352
- Total income / additions
- $12,062,317
Expenses & distributions
- Benefits paid
- $4,243,972
- Administrative expenses
- $192,475
- Total expenses
- $4,478,100
- Net increase / (decrease)
- $7,584,217
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $104,695 | $0 | 2023 |
| Creative Planning LLC | ADVISOR | $48,026 | not reported in the loaded dataset | 2023 |
| Lockton Investment Advisors | ADVISOR | $15,019 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $12,735 | not reported in the loaded dataset | 2023 |
| Uhy Llp | ACCOUNTANT/AUDITOR | $12,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dialogdirect, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Highland Park, MI
- Fidelity Investments Institutional — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Lockton Investment Advisors — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Uhy Llp — Schedule C compensation