Dicalite Management Group, Inc. Tax Sheltered Savings Plan — Form 5500 plan (Dicalite 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, Dicalite Management Group, Inc. Tax Sheltered Savings Plan is a benefit plan reported by Dicalite Management Group, Inc. under EIN 80-0423777 and plan number 014. The latest loaded filing year is 2023. The filing reports 407 participants and $8,609,862 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dicalite Management Group, Inc.
EIN
80-0423777
Plan number
014
Plan type
2
Location
West Conshohocken, PA
Latest filing year
2023
Participants
407
End-of-year plan assets
$8,609,862

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023407H, C20241015162321NAL0048884816001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,609,862
Total liabilities (EOY)
$0
Net assets (EOY)
$8,609,862
Net assets (BOY)
$6,515,404

Income & contributions

Employer contributions
$415,316
Participant contributions
$892,273
Total contributions
$1,348,841
Total income / additions
$2,538,658

Expenses & distributions

Benefits paid
$345,545
Administrative expenses
$85,932
Total expenses
$444,200
Net increase / (decrease)
$2,094,458

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mma Securities, LLCINVESTMENT/FINANCIAL ADVI$50,185$02023
Adp, Inc.RECORD KEEPER$36,688$02023
Morison Cogen LlpACCOUNTANT$24,150$02023

Related Form 5500 pages