Dlh 401(K) Plan — Form 5500 plan (Dlh Holdings Corp.)

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, Dlh 401(K) Plan is a benefit plan reported by Dlh Holdings Corp. under EIN 22-1899798 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,004 participants and $111,816,500 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dlh Holdings Corp.
EIN
22-1899798
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
3,004
End-of-year plan assets
$111,816,500

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,004H, C20241015105233NAL0048922192001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$111,816,500
Total liabilities (EOY)
$0
Net assets (EOY)
$111,816,500
Net assets (BOY)
$99,833,383

Income & contributions

Employer contributions
$3,569,241
Participant contributions
$6,608,177
Total contributions
$12,884,156
Total income / additions
$29,097,240

Expenses & distributions

Benefits paid
$16,867,700
Administrative expenses
$246,423
Total expenses
$17,114,123
Net increase / (decrease)
$11,983,117

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$149,829not reported in the loaded dataset2023
Creative Planning LLCADVISOR$61,434not reported in the loaded dataset2023
Lockton Investment AdvisorsADVISOR$19,694not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$15,466not reported in the loaded dataset2023

Related Form 5500 pages