Dw Logistics Local 152 401(K) 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, Dw Logistics Local 152 401(K) Plan is a benefit plan reported by Dietz & Watson, Inc. under EIN 23-0526135 and plan number 007. The latest loaded filing year is 2023. The filing reports 144 participants and $1,278,186 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
- 007
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 144
- End-of-year plan assets
- $1,278,186
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H, C | 20241015092630NAL0029129953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,278,186
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,278,186
- Net assets (BOY)
- $1,007,075
Income & contributions
- Employer contributions
- $120,652
- Participant contributions
- $66,279
- Total contributions
- $186,931
- Total income / additions
- $351,264
Expenses & distributions
- Benefits paid
- $71,699
- Administrative expenses
- $8,454
- Total expenses
- $80,153
- Net increase / (decrease)
- $271,111
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $5,404 | $0 | 2023 |
| Wells Fargo Advisors Fin Network Ll | INVESTMENT ADVISOR | $2,703 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $347 | 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