Profit Sharing Retirement Plan For Employees Of Res And Kondex — Form 5500 plan (Dlsm, 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, Profit Sharing Retirement Plan For Employees Of Res And Kondex is a benefit plan reported by Dlsm, Inc. under EIN 39-1320531 and plan number 001. The latest loaded filing year is 2023. The filing reports 410 participants and $61,516,780 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dlsm, Inc.
EIN
39-1320531
Plan number
001
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
410
End-of-year plan assets
$61,516,780

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023410H, C20240726105109NAL0008890435001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$61,516,780
Total liabilities (EOY)
$0
Net assets (EOY)
$61,516,780
Net assets (BOY)
$54,783,775

Income & contributions

Employer contributions
$2,320,144
Participant contributions
$2,203,887
Total contributions
$4,723,459
Total income / additions
$12,300,065

Expenses & distributions

Benefits paid
$5,536,064
Administrative expenses
$29,856
Total expenses
$5,567,060
Net increase / (decrease)
$6,733,005

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
UbsINVESTMENT ADVISOR$105,793not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$75,935$02023

Related Form 5500 pages