2023 Form 5500 filing — Dialamerica Marketing, Inc. 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 20241009071523NAL0036394978001) for Dialamerica Marketing, Inc. 401(K) Savings Plan, reported by Dialamerica Marketing, Inc. under EIN 22-2115626 and plan number 001. It reports 1,574 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009071523NAL0036394978001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dialamerica Marketing, Inc.
- EIN
- 22-2115626
- Plan number
- 001
- Location
- Mahwah, NJ
- Participants
- 1,574
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,680,836
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,680,836
- Employer contributions
- $0
- Participant contributions
- $1,860,077
- Total income / additions
- $7,633,135
- Benefits paid
- $2,813,137
- Administrative expenses
- $46,343
- Total expenses
- $2,926,114
- Net increase / (decrease)
- $4,707,021
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiduciary Plan Partners LLC Dba Fid | INVESTMENT ADVISOR | $29,999 | not reported in the loaded dataset |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $10,571 | $0 |