Diversified Family Services Retirement Plan Retirement Plan — Form 5500 plan (Diversified Family Services)
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, Diversified Family Services Retirement Plan Retirement Plan is a benefit plan reported by Diversified Family Services under EIN 25-1576497 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $4,342,559 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Diversified Family Services
- EIN
- 25-1576497
- Plan number
- 001
- Plan type
- 2
- Location
- Hermitage, PA
- Latest filing year
- 2023
- Participants
- 145
- End-of-year plan assets
- $4,342,559
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 145 | H, C | 20250321093538NAL0013705248001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,342,559
- Net assets (EOY)
- $4,342,559
- Net assets (BOY)
- $3,731,934
Income & contributions
- Employer contributions
- $334,975
- Participant contributions
- $111,806
- Total contributions
- $446,781
- Total income / additions
- $954,449
Expenses & distributions
- Benefits paid
- $340,519
- Administrative expenses
- $3,305
- Total expenses
- $343,824
- Net increase / (decrease)
- $610,625
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $1,265 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,240 | $0 | 2023 |
| Definiti LLC | CONTRACT ADMIN | $800 | $0 | 2023 |