Plan5500

Data And Contact Management Solutions LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 And Contact Management Solutions LLC (EIN 51-0584320) is a plan sponsor located in Bloomington, MN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
51-0584320
Location
Bloomington, MN
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16.6MSummed across loaded plans$16,646,439
Total reported assets$16.6M$16,646,439
Total reported participants798
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$16.6M total assets
Net assets$16.6MLiabilities$0
Contributions & income
Employer contributions$472.5K
Participant contributions$1.5M
Total income / additions$4.7M
Expenses & distributions
Benefits paid / distributions$2.5M
Total expenses$2.5M
Net increase / (decrease)$2.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Data And Contact Management Solutions, LLC 401(K) Retirement Plan
Participants per plan399Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Data And Contact Management Solutions, LLC 401(K) Retirement Plan$16.6M
    Plan #001 · 408 participants · 2023
  2. 2
    Data And Contact Management Solutions LLC Welfare Plannot reported in the loaded dataset
    Plan #501 · 390 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Data And Contact Management Solutions LLC
YearPlanParticipantsSchedulesFiling
2023Data And Contact Management Solutions LLC Welfare Plan390—20240602224503NAL0009547203001
2023Data And Contact Management Solutions, LLC 401(K) Retirement Plan408H, C20241015090638NAL0016029491001

Related Form 5500 pages