Dietz & Watson, Inc. Deferred Salary Savings Plan — Form 5500 plan (Dietz & Watson, Inc.)
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, Dietz & Watson, Inc. Deferred Salary Savings Plan is a benefit plan reported by Dietz & Watson, Inc. under EIN 23-0526135 and plan number 002. The latest loaded filing year is 2023. The filing reports 682 participants and $37,231,640 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dietz & Watson, Inc.
- EIN
- 23-0526135
- Plan number
- 002
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 682
- End-of-year plan assets
- $37,231,640
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 682 | H, C | 20241015073956NAL0027771281001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,231,640
- Total liabilities (EOY)
- $5,103
- Net assets (EOY)
- $37,226,537
- Net assets (BOY)
- $30,361,778
Income & contributions
- Employer contributions
- $1,413,624
- Participant contributions
- $1,940,380
- Total contributions
- $4,579,113
- Total income / additions
- $10,060,847
Expenses & distributions
- Benefits paid
- $3,052,402
- Administrative expenses
- $143,966
- Total expenses
- $3,196,088
- Net increase / (decrease)
- $6,864,759
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $100,783 | $0 | 2023 |
| Wells Fargo Advisors Fin Network Ll | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $20,857 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dietz & Watson, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Empower Annuity Ins Co Of America — Schedule C compensation
- Wells Fargo Advisors Fin Network Ll — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation