Dimarco Group Retirement Plan — Form 5500 plan (The Dimarco Group, LLC)

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, Dimarco Group Retirement Plan is a benefit plan reported by The Dimarco Group, LLC under EIN 16-1601728 and plan number 001. The latest loaded filing year is 2023. The filing reports 696 participants and $39,166,961 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Dimarco Group, LLC
EIN
16-1601728
Plan number
001
Plan type
2
Location
Rochester, NY
Latest filing year
2023
Participants
696
End-of-year plan assets
$39,166,961

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023696H, C20241015133753NAL0028599921001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,166,961
Total liabilities (EOY)
$0
Net assets (EOY)
$39,166,961
Net assets (BOY)
$33,151,305

Income & contributions

Employer contributions
$943,829
Participant contributions
$2,429,210
Total contributions
$4,280,293
Total income / additions
$11,005,376

Expenses & distributions

Benefits paid
$4,868,855
Administrative expenses
$120,865
Total expenses
$4,989,720
Net increase / (decrease)
$6,015,656

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Life & Annuity Insurance CoRECORDKEEPER$110,950$02023
Lpl Financial - RpINVESTMENT ADVISOR$49,740not reported in the loaded dataset2023
Enhanced Retirement SolutionsTPA$10,993not reported in the loaded dataset2023

Related Form 5500 pages