2023 Form 5500 filing — Dtm 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 20241014102945NAL0044154320001) for Dtm Companies 401(K) Plan, reported by Dan T. Moore Company under EIN 34-1082874 and plan number 001. It reports 398 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014102945NAL0044154320001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dan T. Moore Company
- EIN
- 34-1082874
- Plan number
- 001
- Location
- Cleveland, OH
- Participants
- 398
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,199,376
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,199,376
- Employer contributions
- $536,808
- Participant contributions
- $1,409,198
- Total income / additions
- $6,013,696
- Benefits paid
- $2,235,743
- Administrative expenses
- $67,063
- Total expenses
- $2,301,560
- Net increase / (decrease)
- $3,712,136
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mariner Wealth Advisors | INVESTMENT ADVISOR | $48,512 | not reported in the loaded dataset |
| Pease Bell Cpas | ACCOUNTANT/AUDITOR | $12,635 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $5,916 | $0 |