Dx Mso Pllc 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Dx Mso Pllc)
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, Dx Mso Pllc 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Dx Mso Pllc under EIN 46-0933667 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $1,985,018 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dx Mso Pllc
- EIN
- 46-0933667
- Plan number
- 001
- Plan type
- 2
- Location
- Cleveland, TN
- Latest filing year
- 2023
- Participants
- 175
- End-of-year plan assets
- $1,985,018
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 175 | H, C | 20241015095626NAL0055461106001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,985,018
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,985,018
- Net assets (BOY)
- $1,667,463
Income & contributions
- Employer contributions
- $89,814
- Participant contributions
- $318,095
- Total contributions
- $547,812
- Total income / additions
- $854,689
Expenses & distributions
- Benefits paid
- $493,187
- Administrative expenses
- $43,947
- Total expenses
- $537,134
- Net increase / (decrease)
- $317,555
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $24,574 | $0 | 2023 |
| Erisa Services Inc | CONTRACT ADMIN | $10,057 | not reported in the loaded dataset | 2023 |
| Woodbury Financial Services Inc. | INVESTMENT ADVISOR | $9,278 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $38 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dx Mso Pllc
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Cleveland, TN
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Erisa Services Inc — Schedule C compensation
- Woodbury Financial Services Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation