Dmlo 401k Retirement Plan — Form 5500 plan (Deming, Malone, Livesay & Ostroff)
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, Dmlo 401k Retirement Plan is a benefit plan reported by Deming, Malone, Livesay & Ostroff under EIN 61-1064249 and plan number 001. The latest loaded filing year is 2023. The filing reports 216 participants and $22,145,560 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Deming, Malone, Livesay & Ostroff
- EIN
- 61-1064249
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 216
- End-of-year plan assets
- $22,145,560
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 216 | H, C | 20241003130620NAL0010580193001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,145,560
- Net assets (EOY)
- $22,145,560
- Net assets (BOY)
- $17,716,807
Income & contributions
- Employer contributions
- $883,876
- Participant contributions
- $1,013,909
- Total contributions
- $2,101,071
- Total income / additions
- $5,310,104
Expenses & distributions
- Benefits paid
- $831,059
- Administrative expenses
- $50,292
- Total expenses
- $881,351
- Net increase / (decrease)
- $4,428,753
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insur Co Of America | RECORDKEEPER | $48,842 | $0 | 2023 |
| Kpp Advisory Services | INVESTMENT ADVISOR | $19,200 | $0 | 2023 |
| Retirement Management Services LLC | CONTRACT ADMINISTRATION | $1,450 | $11,264 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Deming, Malone, Livesay & Ostroff
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Empower Annuity Insur Co Of America — Schedule C compensation
- Kpp Advisory Services — Schedule C compensation
- Retirement Management Services LLC — Schedule C compensation