2023 Form 5500 filing — Data-Mail 401(K) Retirement Savings 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 20241004110953NAL0006632547001) for Data-Mail 401(K) Retirement Savings Plan, reported by Data-Mail, Inc. under EIN 06-0867563 and plan number 002. It reports 921 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004110953NAL0006632547001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Data-Mail, Inc.
- EIN
- 06-0867563
- Plan number
- 002
- Location
- Newington, CT
- Participants
- 921
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,239,942
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,239,942
- Employer contributions
- $757,355
- Participant contributions
- $3,104,783
- Total income / additions
- $11,450,160
- Benefits paid
- $4,577,856
- Administrative expenses
- $68,576
- Total expenses
- $4,650,799
- Net increase / (decrease)
- $6,799,361
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hooker And Holcombe Invt Advisors | ADVISOR | $32,424 | not reported in the loaded dataset |
| Usi Advisors Inc | ADVISOR | $16,391 | not reported in the loaded dataset |
| Cohnreznick,Llp | AUDITOR | $16,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $3,761 | $0 |