Dm Companies Ps & 401(K) Plan — Form 5500 plan (Dm 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, Dm Companies Ps & 401(K) Plan is a benefit plan reported by Dm Companies Inc under EIN 38-3383608 and plan number 001. The latest loaded filing year is 2023. The filing reports 661 participants and $105,951,529 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dm Companies Inc
- EIN
- 38-3383608
- Plan number
- 001
- Plan type
- 2
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 661
- End-of-year plan assets
- $105,951,529
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 661 | H, C | 20250715163115NAL0005115586001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $105,951,529
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $105,951,529
- Net assets (BOY)
- $80,606,624
Income & contributions
- Employer contributions
- $3,648,068
- Participant contributions
- $5,509,060
- Total contributions
- $14,387,918
- Total income / additions
- $34,244,700
Expenses & distributions
- Benefits paid
- $8,671,899
- Administrative expenses
- $227,896
- Total expenses
- $8,899,795
- Net increase / (decrease)
- $25,344,905
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gregory J. Schwartz & Co., Inc. | INVESTMENT ADVISOR | $133,393 | not reported in the loaded dataset | 2023 |
| Professional Capital Services, LLC | CONTRACT ADMINISTRATOR | $56,702 | not reported in the loaded dataset | 2023 |
| Advisortrust | TRUSTEE | $37,801 | not reported in the loaded dataset | 2023 |