2023 Form 5500 filing — Dmi Companies, Inc. And Affiliated Companies 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 20241011143518NAL0044636706001) for Dmi Companies, Inc. And Affiliated Companies 401(K) Plan, reported by Dmi Companies, Inc. under EIN 25-1335081 and plan number 002. It reports 179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011143518NAL0044636706001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dmi Companies, Inc.
- EIN
- 25-1335081
- Plan number
- 002
- Location
- Charleroi, PA
- Participants
- 179
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,741,443
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,741,443
- Employer contributions
- $705,268
- Participant contributions
- $1,063,976
- Total income / additions
- $5,362,380
- Benefits paid
- $605,190
- Administrative expenses
- $52,597
- Total expenses
- $657,787
- Net increase / (decrease)
- $4,704,593
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $50,472 | $0 |
| The Baran James Company | INVESTMENT ADVISORY | $0 | $14,500 |
| Dunbar Bender & Zapf Inc | CONTRACT ADMINISTRATOR | $2,125 | $10,536 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |