Diversified Logistics Management Inc Employee Benefit Plan — Form 5500 plan (Diversified Logistics Management 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, Diversified Logistics Management Inc Employee Benefit Plan is a benefit plan reported by Diversified Logistics Management Inc under EIN 26-1793250 and plan number 502. The latest loaded filing year is 2023. The filing reports 169 participants and $109,342 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Diversified Logistics Management Inc
EIN
26-1793250
Plan number
502
Plan type
2
Location
Fernandina Beach, FL
Latest filing year
2023
Participants
169
End-of-year plan assets
$109,342

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023169H, C20250328074814NAL0000515395001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$109,342
Total liabilities (EOY)
$93,404
Net assets (EOY)
$15,938
Net assets (BOY)
-$37,814

Income & contributions

Employer contributions
$655,794
Participant contributions
$462,704
Total contributions
$1,118,498
Total income / additions
$1,121,253

Expenses & distributions

Benefits paid
$663,766
Administrative expenses
$403,735
Total expenses
$1,067,501
Net increase / (decrease)
$53,752

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Insurance Office Of AmericaBROKER$68,128not reported in the loaded dataset2023
The Benecon Group LLCBROKER$33,598not reported in the loaded dataset2023
MeritainADMIN$27,535not reported in the loaded dataset2023
Connectcare 3PATIENT ADVOCATE$11,624not reported in the loaded dataset2023

Related Form 5500 pages