Dtn Management Company 401(K) Profit Sharing Plan — Form 5500 plan (Dtn Management Company)

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, Dtn Management Company 401(K) Profit Sharing Plan is a benefit plan reported by Dtn Management Company under EIN 38-3287356 and plan number 002. The latest loaded filing year is 2023. The filing reports 301 participants and $23,920,813 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$23.9MPlan net assets, end of year$23,920,813
Participants301Covered participants reported
Assets / participant$79.5KComputed: assets ÷ participants$79,471 (computed)
Provider compensation$120.1K3 Schedule C provider row(s)$120,121
Plan sponsor
Dtn Management Company
EIN
38-3287356
Plan number
002
Plan type
2
Location
Lansing, MI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023301H, C20241015084114NAL0027850385001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$23.9M total assets
Net assets$23.9MLiabilities$0
Money in vs. money out
Total income / additions$6.1M
Total expenses$2.1M
Benefits paid / distributions$2M
Contributions
Employer$786K
Participant$1.2M
Full reported line items

Net assets

Total assets (EOY)
$23,920,813
Total liabilities (EOY)
$0
Net assets (EOY)
$23,920,813
Net assets (BOY)
$19,928,072

Income & contributions

Employer contributions
$785,950
Participant contributions
$1,189,751
Total contributions
$2,012,419
Total income / additions
$6,083,832

Expenses & distributions

Benefits paid
$1,993,296
Administrative expenses
$97,795
Total expenses
$2,091,091
Net increase / (decrease)
$3,992,741
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 40%Participant 60%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$97,795$02023
O N Equity Sales CoOTHER SERVICES$0$20,9452023
Ohio National Insurance Agency IncOTHER SERVICES$0$1,3812023

Related Form 5500 pages