2023 Form 5500 filing — Dialyze Direct 401(K) Retirement 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 20241015134813NAL0016525395001) for Dialyze Direct 401(K) Retirement Plan, reported by Dialyze Direct, LLC under EIN 47-2710928 and plan number 001. It reports 841 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$14.3MReported net assets$14,342,902
Participants841
Provider compensation$20.3K2 Schedule C row(s)$20,323
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015134813NAL0016525395001
Plan sponsor
Dialyze Direct, LLC
EIN
47-2710928
Plan number
001
Location
Neptune, NJ
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$14.3M total assets
Net assets$14.3MLiabilities$0
Money in vs. money out
Total income / additions$6.1M
Total expenses$2.1M
Benefits paid / distributions$2.1M
Contributions
Employer$767.3K
Participant$3.2M
Full reported line items
Total assets (EOY)
$14,342,902
Total liabilities (EOY)
$0
Net assets (EOY)
$14,342,902
Employer contributions
$767,254
Participant contributions
$3,191,423
Total income / additions
$6,100,260
Benefits paid
$2,091,148
Administrative expenses
$11,134
Total expenses
$2,117,594
Net increase / (decrease)
$3,982,666

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance CompanyRECORDKEEPER$11,334$0
The Paragon Alliance Group, LLCCONTRACT ADMIN$0$8,989

Related Form 5500 pages