2023 Form 5500 filing — Dms 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 20241011082548NAL0022405633001) for Dms 401(K) Plan, reported by Dealer Management Services, Inc. under EIN 20-2016880 and plan number 002. It reports 248 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011082548NAL0022405633001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dealer Management Services, Inc.
- EIN
- 20-2016880
- Plan number
- 002
- Location
- Cincinnati, OH
- Participants
- 248
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,547,628
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,547,628
- Employer contributions
- $152,806
- Participant contributions
- $627,035
- Total income / additions
- $1,408,951
- Benefits paid
- $849,971
- Administrative expenses
- $34,000
- Total expenses
- $883,975
- Net increase / (decrease)
- $524,976
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $19,984 | not reported in the loaded dataset |
| Creative Retirement Systems, Inc | CONTRACT ADMIN | $3,750 | $2,509 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $2,353 | $0 |