Plan5500

Dmi Companies, Inc. And Affiliated Companies 401(K) Plan — Form 5500 plan (Dmi Companies, 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, Dmi Companies, Inc. And Affiliated Companies 401(K) Plan is a benefit plan reported by Dmi Companies, Inc. under EIN 25-1335081 and plan number 002. The latest loaded filing year is 2023. The filing reports 179 participants and $25,741,443 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dmi Companies, Inc.
EIN
25-1335081
Plan number
002
Plan type
2
Location
Charleroi, PA
Latest filing year
2023
Participants
179
End-of-year plan assets
$25,741,443

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023179H, C20241011143518NAL0044636706001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,741,443
Total liabilities (EOY)
$0
Net assets (EOY)
$25,741,443
Net assets (BOY)
$20,996,908

Income & contributions

Employer contributions
$705,268
Participant contributions
$1,063,976
Total contributions
$2,118,578
Total income / additions
$5,362,380

Expenses & distributions

Benefits paid
$605,190
Administrative expenses
$52,597
Total expenses
$657,787
Net increase / (decrease)
$4,704,593

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$50,472$02023
The Baran James CompanyINVESTMENT ADVISORY$0$14,5002023
Dunbar Bender & Zapf IncCONTRACT ADMINISTRATOR$2,125$10,5362023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages