Plan5500

Dfk Management, Inc. 401k Plan — Form 5500 plan (Dfk Management, 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, Dfk Management, Inc. 401k Plan is a benefit plan reported by Dfk Management, Inc. under EIN 52-1586981 and plan number 001. The latest loaded filing year is 2023. The filing reports 312 participants and $11,741,984 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dfk Management, Inc.
EIN
52-1586981
Plan number
001
Plan type
2
Location
Mount Airy, MD
Latest filing year
2023
Participants
312
End-of-year plan assets
$11,741,984

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023312H, C20241014104212NAL0027057921001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,741,984
Total liabilities (EOY)
$0
Net assets (EOY)
$11,741,984
Net assets (BOY)
$10,350,799

Income & contributions

Employer contributions
$153,816
Participant contributions
$1,058,987
Total contributions
$1,212,803
Total income / additions
$2,672,094

Expenses & distributions

Benefits paid
$1,188,836
Administrative expenses
$92,073
Total expenses
$1,280,909
Net increase / (decrease)
$1,391,185

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wealth Enhancement AdvisoryINVESTMENT ADVISORY$31,497not reported in the loaded dataset2023
John Hancock Life InsuranceRECORDKEEPER$1,425$02023

Related Form 5500 pages