Datavox Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Datavox, 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, Datavox Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Datavox, Inc. under EIN 76-0251479 and plan number 001. The latest loaded filing year is 2023. The filing reports 267 participants and $22,232,391 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Datavox, Inc.
- EIN
- 76-0251479
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 267
- End-of-year plan assets
- $22,232,391
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 267 | H, C | 20241002060635NAL0007932801001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,232,391
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,232,391
- Net assets (BOY)
- $17,496,298
Income & contributions
- Employer contributions
- $551,454
- Participant contributions
- $1,141,075
- Total contributions
- $1,715,897
- Total income / additions
- $5,672,994
Expenses & distributions
- Benefits paid
- $853,903
- Administrative expenses
- $75,888
- Total expenses
- $936,901
- Net increase / (decrease)
- $4,736,093
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $29,869 | $4,080 | 2023 |
| Adp, Inc. | RECORD KEEPER | $27,019 | $0 | 2023 |
| Weinstein Spira & Company P.C | ACCOUNTANT | $19,000 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Mesirow Financial Investment Manage | INVESTMENT/FINANCIAL ADVI | $0 | $0 | 2023 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Datavox, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Weinstein Spira & Company P.C — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation
- Mesirow Financial Investment Manage — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation