Distribution Management Systems, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Distribution Management Systems, 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 Systems, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Distribution Management Systems, Inc. under EIN 47-0579575 and plan number 001. The latest loaded filing year is 2023. The filing reports 240 participants and $39,243,025 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Distribution Management Systems, Inc.
EIN
47-0579575
Plan number
001
Plan type
2
Location
Omaha, NE
Latest filing year
2023
Participants
240
End-of-year plan assets
$39,243,025

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023240H, C20240911120622NAL0003623459001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,243,025
Total liabilities (EOY)
$0
Net assets (EOY)
$39,243,025
Net assets (BOY)
$30,529,433

Income & contributions

Employer contributions
$809,867
Participant contributions
$2,507,502
Total contributions
$3,733,890
Total income / additions
$10,634,356

Expenses & distributions

Benefits paid
$1,834,088
Administrative expenses
$86,676
Total expenses
$1,920,764
Net increase / (decrease)
$8,713,592

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Da Davidson & CompanyADVISOR$45,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$37,434$02023

Related Form 5500 pages