Plan5500

Dions 401(K) Plan — Form 5500 plan (Peter-Defries Corporation)

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, Dions 401(K) Plan is a benefit plan reported by Peter-Defries Corporation under EIN 85-0293433 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,118 participants and $19,519,596 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Peter-Defries Corporation
EIN
85-0293433
Plan number
001
Plan type
2
Location
Albuquerque, NM
Latest filing year
2023
Participants
1,118
End-of-year plan assets
$19,519,596

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,118H, C20250714112940NAL0001399488001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,519,596
Total liabilities (EOY)
$0
Net assets (EOY)
$19,519,596
Net assets (BOY)
$15,916,047

Income & contributions

Employer contributions
$877,079
Participant contributions
$1,051,884
Total contributions
$1,928,963
Total income / additions
$6,262,913

Expenses & distributions

Benefits paid
$2,488,466
Administrative expenses
$170,898
Total expenses
$2,659,364
Net increase / (decrease)
$3,603,549

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentinel Benefits Group LLCNONE$60,795not reported in the loaded dataset2023
Usb FinancialNONE$35,211not reported in the loaded dataset2023

Related Form 5500 pages