Dimensional Innovations, Inc. 401(K) Plan — Form 5500 plan (Dimensional Innovations, 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, Dimensional Innovations, Inc. 401(K) Plan is a benefit plan reported by Dimensional Innovations, Inc. under EIN 43-1654292 and plan number 001. The latest loaded filing year is 2023. The filing reports 306 participants and $16,211,081 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dimensional Innovations, Inc.
EIN
43-1654292
Plan number
001
Plan type
2
Location
Shawnee Mission, KS
Latest filing year
2023
Participants
306
End-of-year plan assets
$16,211,081

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023306H, C20241010114713NAL0039906226001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,211,081
Total liabilities (EOY)
$0
Net assets (EOY)
$16,211,081
Net assets (BOY)
$12,893,326

Income & contributions

Employer contributions
$438,383
Participant contributions
$1,210,230
Total contributions
$1,978,028
Total income / additions
$4,393,606

Expenses & distributions

Benefits paid
$933,765
Administrative expenses
$90,036
Total expenses
$1,075,851
Net increase / (decrease)
$3,317,755

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard GroupRECORDKEEPER$24,095not reported in the loaded dataset2023
Tfb Advisors, LLCADVISORY FEES$21,660not reported in the loaded dataset2023
Ameritas Life Insurance CorpBROKER DEALER$19,971not reported in the loaded dataset2023
Tax Favored Benefits, Inc.TPA$14,760not reported in the loaded dataset2023
Pickett, Chaney And Mcmullen LlpAUDITOR$9,550not reported in the loaded dataset2023
Ascensus LLCRECORDKEEPERnot reported in the loaded dataset$922023

Related Form 5500 pages