Distribution Management, Inc. 401(K) Plan — Form 5500 plan (Distribution Management, 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, Distribution Management, Inc. 401(K) Plan is a benefit plan reported by Distribution Management, Inc. under EIN 43-0969193 and plan number 002. The latest loaded filing year is 2023. The filing reports 431 participants and $27,947,521 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Distribution Management, Inc.
EIN
43-0969193
Plan number
002
Plan type
2
Location
St. Charles, MO
Latest filing year
2023
Participants
431
End-of-year plan assets
$27,947,521

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023431H, C20240822092125NAL0002966771001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,947,521
Total liabilities (EOY)
$0
Net assets (EOY)
$27,947,521
Net assets (BOY)
$22,389,382

Income & contributions

Employer contributions
$306,213
Participant contributions
$1,606,884
Total contributions
$1,975,533
Total income / additions
$6,768,926

Expenses & distributions

Benefits paid
$1,082,197
Administrative expenses
$97,140
Total expenses
$1,210,787
Net increase / (decrease)
$5,558,139

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial ServicesNONE$60,649not reported in the loaded dataset2023
Ascensus LLCNONE$36,491$512023

Related Form 5500 pages