2023 Form 5500 filing — Dimensional Innovations, Inc. 401(K) 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 20241010114713NAL0039906226001) for Dimensional Innovations, Inc. 401(K) Plan, reported by Dimensional Innovations, Inc. under EIN 43-1654292 and plan number 001. It reports 306 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241010114713NAL0039906226001
Filing year
2023
Form type
2
Plan sponsor
Dimensional Innovations, Inc.
EIN
43-1654292
Plan number
001
Location
Shawnee Mission, KS
Participants
306
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$16,211,081
Total liabilities (EOY)
$0
Net assets (EOY)
$16,211,081
Employer contributions
$438,383
Participant contributions
$1,210,230
Total income / additions
$4,393,606
Benefits paid
$933,765
Administrative expenses
$90,036
Total expenses
$1,075,851
Net increase / (decrease)
$3,317,755
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
The Vanguard GroupRECORDKEEPER$24,095not reported in the loaded dataset
Tfb Advisors, LLCADVISORY FEES$21,660not reported in the loaded dataset
Ameritas Life Insurance CorpBROKER DEALER$19,971not reported in the loaded dataset
Tax Favored Benefits, Inc.TPA$14,760not reported in the loaded dataset
Pickett, Chaney And Mcmullen LlpAUDITOR$9,550not reported in the loaded dataset
Ascensus LLCRECORDKEEPERnot reported in the loaded dataset$92

Related Form 5500 pages