2023 Form 5500 filing — Dey Distributing 401(K) Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240919155726NAL0010844272001) for Dey Distributing 401(K) Savings Plan, reported by Dey Appliance Service Co. Inc. under EIN 41-0722731 and plan number 001. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919155726NAL0010844272001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dey Appliance Service Co. Inc.
- EIN
- 41-0722731
- Plan number
- 001
- Location
- Vadnais Heights, MN
- Participants
- 142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,368,740
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,368,740
- Employer contributions
- $138,693
- Participant contributions
- $371,350
- Total income / additions
- $1,700,918
- Benefits paid
- $377,166
- Administrative expenses
- $54,104
- Total expenses
- $460,300
- Net increase / (decrease)
- $1,240,618
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $42,264 | $0 |
| Osaic Wealth, Inc | BROKER/ADVISER | $0 | $12,386 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,389 | not reported in the loaded dataset |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $2,970 | not reported in the loaded dataset |
| Redhawk Wealth Advisors Inc | INVESTMENT ADVISOR | $2,480 | not reported in the loaded dataset |