2023 Form 5500 filing — Distribution Management, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240822092125NAL0002966771001) for Distribution Management, Inc. 401(K) Plan, reported by Distribution Management, Inc. under EIN 43-0969193 and plan number 002. It reports 431 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240822092125NAL0002966771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Distribution Management, Inc.
- EIN
- 43-0969193
- Plan number
- 002
- Location
- St. Charles, MO
- Participants
- 431
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,947,521
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,947,521
- Employer contributions
- $306,213
- Participant contributions
- $1,606,884
- Total income / additions
- $6,768,926
- Benefits paid
- $1,082,197
- Administrative expenses
- $97,140
- Total expenses
- $1,210,787
- Net increase / (decrease)
- $5,558,139
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services | NONE | $60,649 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $36,491 | $51 |