2023 Form 5500 filing — Driveline Retail Merchandising 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 20250827132408NAL0004999955001) for Driveline Retail Merchandising 401(K) Plan, reported by Driveline Retail Merchandising, Inc. under EIN 22-2049560 and plan number 002. It reports 3,485 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250827132408NAL0004999955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Driveline Retail Merchandising, Inc.
- EIN
- 22-2049560
- Plan number
- 002
- Location
- Coppell, TX
- Participants
- 3,485
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,355,609
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,355,609
- Employer contributions
- $88,465
- Participant contributions
- $780,929
- Total income / additions
- $1,449,622
- Benefits paid
- $651,455
- Administrative expenses
- $0
- Total expenses
- $714,878
- Net increase / (decrease)
- $734,744
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | CONTRACT ADMINISTRATOR | $63,766 | $0 |
| Ameriprise Financial Services | INVESTMENT MANAGEMENT | $0 | $23,561 |
| The Benefit Advantage | THIRD PARTY ADMINISTRATO | $12,688 | $500 |
| Nationwide Life Insurance Company | CONTRACT ADMINISTRATOR | $517 | not reported in the loaded dataset |