D & S Machine Service, Inc. 401(K) Plan — Form 5500 plan (D & S Machine Service, 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, D & S Machine Service, Inc. 401(K) Plan is a benefit plan reported by D & S Machine Service, Inc. under EIN 39-1562354 and plan number 001. The latest loaded filing year is 2023. The filing reports 180 participants and $18,943,841 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
D & S Machine Service, Inc.
EIN
39-1562354
Plan number
001
Plan type
2
Location
Luxemburg, WI
Latest filing year
2023
Participants
180
End-of-year plan assets
$18,943,841

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023180H, C20240924140636NAL0007493827001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,943,841
Total liabilities (EOY)
$0
Net assets (EOY)
$18,943,841
Net assets (BOY)
$15,903,913

Income & contributions

Employer contributions
$782,106
Participant contributions
$818,228
Total contributions
$1,600,334
Total income / additions
$4,422,093

Expenses & distributions

Benefits paid
$1,365,065
Administrative expenses
$17,100
Total expenses
$1,382,165
Net increase / (decrease)
$3,039,928

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameriprise Financial Services IncADVISOR$0$82,1432023
Fidelity Investments InstitutionalRECORDKEEPER$17,100$02023

Related Form 5500 pages