Digeronimo Companies Retirement Savings Trust And Plan — Form 5500 plan (Digeronimo)
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, Digeronimo Companies Retirement Savings Trust And Plan is a benefit plan reported by Digeronimo under EIN 34-0938274 and plan number 001. The latest loaded filing year is 2023. The filing reports 545 participants and $68,997,580 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Digeronimo
- EIN
- 34-0938274
- Plan number
- 001
- Plan type
- 3
- Location
- Independence, OH
- Latest filing year
- 2023
- Participants
- 545
- End-of-year plan assets
- $68,997,580
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 545 | H, C | 20241015171504NAL0015154451001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,997,580
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,997,580
- Net assets (BOY)
- $59,994,934
Income & contributions
- Employer contributions
- $2,533,340
- Participant contributions
- $3,476,709
- Total contributions
- $6,363,878
- Total income / additions
- $16,676,451
Expenses & distributions
- Benefits paid
- $7,455,136
- Administrative expenses
- $217,002
- Total expenses
- $7,673,805
- Net increase / (decrease)
- $9,002,646
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $134,529 | $0 | 2023 |
| Enza Financial LLC | NONE | $39,753 | not reported in the loaded dataset | 2023 |
| Focus Operating LLC Dba Bfsg LLC | INVESTMENT ADVISOR | $15,435 | not reported in the loaded dataset | 2023 |
| Prudential Investment Management Se | NONE | $42 | $455 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Digeronimo
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Independence, OH
- Empower Annuity Insurance Company O — Schedule C compensation
- Enza Financial LLC — Schedule C compensation
- Focus Operating LLC Dba Bfsg LLC — Schedule C compensation
- Prudential Investment Management Se — Schedule C compensation