2023 Form 5500 filing — Dx Mso Pllc 401(K) Profit Sharing Plan And Trust
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 20241015095626NAL0055461106001) for Dx Mso Pllc 401(K) Profit Sharing Plan And Trust, reported by Dx Mso Pllc under EIN 46-0933667 and plan number 001. It reports 175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015095626NAL0055461106001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dx Mso Pllc
- EIN
- 46-0933667
- Plan number
- 001
- Location
- Cleveland, TN
- Participants
- 175
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,985,018
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,985,018
- Employer contributions
- $89,814
- Participant contributions
- $318,095
- Total income / additions
- $854,689
- Benefits paid
- $493,187
- Administrative expenses
- $43,947
- Total expenses
- $537,134
- Net increase / (decrease)
- $317,555
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $24,574 | $0 |
| Erisa Services Inc | CONTRACT ADMIN | $10,057 | not reported in the loaded dataset |
| Woodbury Financial Services Inc. | INVESTMENT ADVISOR | $9,278 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $38 | not reported in the loaded dataset |