Dms 401(K) Plan — Form 5500 plan (Dealer Management Services, Inc.)
Plain-English plan 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, Dms 401(K) Plan is a benefit plan reported by Dealer Management Services, Inc. under EIN 20-2016880 and plan number 002. The latest loaded filing year is 2023. The filing reports 248 participants and $5,547,628 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dealer Management Services, Inc.
- EIN
- 20-2016880
- Plan number
- 002
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 248
- End-of-year plan assets
- $5,547,628
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 248 | H, C | 20241011082548NAL0022405633001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,547,628
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,547,628
- Net assets (BOY)
- $5,022,652
Income & contributions
- Employer contributions
- $152,806
- Participant contributions
- $627,035
- Total contributions
- $779,841
- Total income / additions
- $1,408,951
Expenses & distributions
- Benefits paid
- $849,971
- Administrative expenses
- $34,000
- Total expenses
- $883,975
- Net increase / (decrease)
- $524,976
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $19,984 | not reported in the loaded dataset | 2023 |
| Creative Retirement Systems, Inc | CONTRACT ADMIN | $3,750 | $2,509 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $2,353 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dealer Management Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Lpl Financial — Schedule C compensation
- Creative Retirement Systems, Inc — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation