2023 Form 5500 filing — Dmg Mori 401(K) & Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240923122507NAL0011348017001) for Dmg Mori 401(K) & Profit Sharing Plan, reported by Dmg Mori Usa, Inc. under EIN 75-1891263 and plan number 002. It reports 1,142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923122507NAL0011348017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dmg Mori Usa, Inc.
- EIN
- 75-1891263
- Plan number
- 002
- Location
- Hoffman Estates, IL
- Participants
- 1,142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $121,486,023
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $121,486,023
- Employer contributions
- $3,755,993
- Participant contributions
- $8,805,162
- Total income / additions
- $31,359,334
- Benefits paid
- $7,324,304
- Administrative expenses
- $122,000
- Total expenses
- $7,451,830
- Net increase / (decrease)
- $23,907,504
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $75,435 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $46,565 | not reported in the loaded dataset |