Data Monitor Systems Savings Incentive Plan — Form 5500 plan (Data Monitor 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, Data Monitor Systems Savings Incentive Plan is a benefit plan reported by Data Monitor Systems, Inc. under EIN 73-0973133 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $6,099,953 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Data Monitor Systems, Inc.
EIN
73-0973133
Plan number
001
Plan type
2
Location
Midwest City, OK
Latest filing year
2023
Participants
250
End-of-year plan assets
$6,099,953

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023250H, C20240924151953NAL0013210097001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,099,953
Total liabilities (EOY)
$36,931
Net assets (EOY)
$6,063,022
Net assets (BOY)
$5,467,934

Income & contributions

Employer contributions
$648,689
Participant contributions
$273,088
Total contributions
$926,814
Total income / additions
$1,753,170

Expenses & distributions

Benefits paid
$1,073,979
Administrative expenses
$47,172
Total expenses
$1,158,082
Net increase / (decrease)
$595,088

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James Financial ServicesADVISOR$27,050not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$20,122$02023

Related Form 5500 pages