Key Auto Group 401(K) Plan — Form 5500 plan (Diversified Management 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, Key Auto Group 401(K) Plan is a benefit plan reported by Diversified Management Corporation under EIN 86-1759396 and plan number 001. The latest loaded filing year is 2023. The filing reports 904 participants and $17,109,604 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Diversified Management Corporation
- EIN
- 86-1759396
- Plan number
- 001
- Plan type
- 2
- Location
- Portsmouth, NH
- Latest filing year
- 2023
- Participants
- 904
- End-of-year plan assets
- $17,109,604
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 904 | H, C | 20241015134603NAL0029836353001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,109,604
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,109,604
- Net assets (BOY)
- $16,416,129
Income & contributions
- Employer contributions
- $677,810
- Participant contributions
- $2,432,203
- Total contributions
- $3,487,212
- Total income / additions
- $6,224,192
Expenses & distributions
- Benefits paid
- $1,745,713
- Administrative expenses
- $75,303
- Total expenses
- $1,900,040
- Net increase / (decrease)
- $4,324,152
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $75,490 | $0 | 2023 |
| First Republic Investment Mgmt | INVESTMENT ADVISORY | $0 | $31,412 | 2023 |
| The Angell Pension Group Inc | OTHER SERVICES | $0 | $7,715 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Diversified Management Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Portsmouth, NH
- Principal Life Insurance Company — Schedule C compensation
- First Republic Investment Mgmt — Schedule C compensation
- The Angell Pension Group Inc — Schedule C compensation