Dial Senior Management, Inc. 401(K) Plan — Form 5500 plan (Dial Silvercrest Corp.)

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, Dial Senior Management, Inc. 401(K) Plan is a benefit plan reported by Dial Silvercrest Corp. under EIN 91-1825726 and plan number 001. The latest loaded filing year is 2023. The filing reports 896 participants and $12,536,264 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dial Silvercrest Corp.
EIN
91-1825726
Plan number
001
Plan type
2
Location
Omaha, NE
Latest filing year
2023
Participants
896
End-of-year plan assets
$12,536,264

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023896H, C20241015145340NAL0028832785001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,536,264
Total liabilities (EOY)
$0
Net assets (EOY)
$12,536,264
Net assets (BOY)
$10,110,361

Income & contributions

Employer contributions
$661,038
Participant contributions
$1,156,625
Total contributions
$1,884,374
Total income / additions
$3,735,212

Expenses & distributions

Benefits paid
$1,242,026
Administrative expenses
$67,283
Total expenses
$1,309,309
Net increase / (decrease)
$2,425,903

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Usi AdvisorsREGISTERED INVESTMENT AD$45,217not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPER$4,160$02023

Related Form 5500 pages