2023 Form 5500 filing — Dmlo 401k Retirement 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 20241003130620NAL0010580193001) for Dmlo 401k Retirement Plan, reported by Deming, Malone, Livesay & Ostroff under EIN 61-1064249 and plan number 001. It reports 216 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003130620NAL0010580193001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Deming, Malone, Livesay & Ostroff
- EIN
- 61-1064249
- Plan number
- 001
- Location
- Louisville, KY
- Participants
- 216
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,145,560
- Net assets (EOY)
- $22,145,560
- Employer contributions
- $883,876
- Participant contributions
- $1,013,909
- Total income / additions
- $5,310,104
- Benefits paid
- $831,059
- Administrative expenses
- $50,292
- Total expenses
- $881,351
- Net increase / (decrease)
- $4,428,753
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insur Co Of America | RECORDKEEPER | $48,842 | $0 |
| Kpp Advisory Services | INVESTMENT ADVISOR | $19,200 | $0 |
| Retirement Management Services LLC | CONTRACT ADMINISTRATION | $1,450 | $11,264 |