Did Agency Group, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Did Agency 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, Did Agency Group, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Did Agency Group, LLC under EIN 61-1846362 and plan number 002. The latest loaded filing year is 2023. The filing reports 181 participants and $12,608,643 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Did Agency Group, LLC
- EIN
- 61-1846362
- Plan number
- 002
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 181
- End-of-year plan assets
- $12,608,643
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 181 | H, C | 20240827062954NAL0010555537001 |
| 2023 | 306 | H, C | 20241015165618NAL0015120723001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,467,196
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,467,196
- Net assets (BOY)
- $12,894,996
Income & contributions
- Employer contributions
- $569,122
- Participant contributions
- $1,763,532
- Total contributions
- $2,480,127
- Total income / additions
- $5,085,808
Expenses & distributions
- Benefits paid
- $2,452,345
- Administrative expenses
- $61,263
- Total expenses
- $2,513,608
- Net increase / (decrease)
- $2,572,200
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Equitable Advisors LLC | INVESTMENT ADVISORY | $39,893 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs | RECORDKEEPER | $19,180 | $0 | 2023 |
| Capital Group Retirement Plan Svcs | RECORDKEEPER | $12,988 | $0 | 2023 |
| Mandmarblestone Group LLC | CONTRACT ADMIN | $2,190 | not reported in the loaded dataset | 2023 |
| Mandmarblestone Group LLC | CONTRACT ADMIN | $579 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Did Agency Group, LLC
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Equitable Advisors LLC — Schedule C compensation
- Capital Group Retirement Plan Svcs — Schedule C compensation
- Mandmarblestone Group LLC — Schedule C compensation