Dhi Corp. Retirement Savings Plan — Form 5500 plan (Dhi 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, Dhi Corp. Retirement Savings Plan is a benefit plan reported by Dhi Corp. under EIN 36-4403397 and plan number 001. The latest loaded filing year is 2023. The filing reports 120 participants and $8,412,673 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dhi Corp.
- EIN
- 36-4403397
- Plan number
- 001
- Plan type
- 2
- Location
- Mequon, WI
- Latest filing year
- 2023
- Participants
- 120
- End-of-year plan assets
- $8,412,673
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 120 | H, C | 20241014110551NAL0045730128001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,412,673
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,412,673
- Net assets (BOY)
- $8,441,372
Income & contributions
- Employer contributions
- $178,715
- Participant contributions
- $527,409
- Total contributions
- $900,899
- Total income / additions
- $2,097,272
Expenses & distributions
- Benefits paid
- $2,083,301
- Administrative expenses
- $42,670
- Total expenses
- $2,125,971
- Net increase / (decrease)
- -$28,699
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Spectrum Investment Advisors | NONE | $29,307 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $13,363 | $0 | 2023 |