Plan5500

Direct Supply, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Direct Supply, 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, Direct Supply, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Direct Supply, Inc. under EIN 39-1519806 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,765 participants and $302,870,721 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Direct Supply, Inc.
EIN
39-1519806
Plan number
001
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
1,765
End-of-year plan assets
$302,870,721

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,765H, C20241014164804NAL0026755425001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$302,870,721
Total liabilities (EOY)
$0
Net assets (EOY)
$302,870,721
Net assets (BOY)
$254,136,752

Income & contributions

Employer contributions
$4,956,505
Participant contributions
$12,582,642
Total contributions
$18,972,964
Total income / additions
$62,462,215

Expenses & distributions

Benefits paid
$13,429,150
Administrative expenses
$299,096
Total expenses
$13,728,246
Net increase / (decrease)
$48,733,969

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services LLCNONE$241,596not reported in the loaded dataset2023
Morgan Stanley Smith BarneyNONE$57,500not reported in the loaded dataset2023
Matrix Trust CompanyNONE$0$02023

Related Form 5500 pages