2023 Form 5500 filing — Direct Supply, Inc. 401(K) Retirement Savings 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 20241014164804NAL0026755425001) for Direct Supply, Inc. 401(K) Retirement Savings Plan, reported by Direct Supply, Inc. under EIN 39-1519806 and plan number 001. It reports 1,765 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014164804NAL0026755425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Direct Supply, Inc.
- EIN
- 39-1519806
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 1,765
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $302,870,721
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $302,870,721
- Employer contributions
- $4,956,505
- Participant contributions
- $12,582,642
- Total income / additions
- $62,462,215
- Benefits paid
- $13,429,150
- Administrative expenses
- $299,096
- Total expenses
- $13,728,246
- Net increase / (decrease)
- $48,733,969
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $241,596 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | NONE | $57,500 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |