2023 Form 5500 filing — Dynamic 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 20241014160501NAL0015261235001) for Dynamic 401(K) Plan, reported by Dynamic Lifecycle Innovations Inc. under EIN 42-1716171 and plan number 001. It reports 369 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014160501NAL0015261235001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dynamic Lifecycle Innovations Inc.
- EIN
- 42-1716171
- Plan number
- 001
- Location
- Onalaska, WI
- Participants
- 369
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,620,195
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,620,195
- Employer contributions
- $534,756
- Participant contributions
- $1,378,710
- Total income / additions
- $3,947,648
- Benefits paid
- $863,676
- Administrative expenses
- $62,929
- Total expenses
- $926,605
- Net increase / (decrease)
- $3,021,043
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Trust Point Inc | NONE | $62,929 | not reported in the loaded dataset |