2023 Form 5500 filing — Data Management Services, Inc. 401(K) Rate Group Profit Sharing 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 20240903124114NAL0018500945001) for Data Management Services, Inc. 401(K) Rate Group Profit Sharing Plan, reported by Data Management Services, Inc. under EIN 52-1209794 and plan number 001. It reports 106 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$15.8MReported net assets$15,769,605
Participants106
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240903124114NAL0018500945001
Plan sponsor
Data Management Services, Inc.
EIN
52-1209794
Plan number
001
Location
Silver Spring, MD
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$15.8M total assets
Net assets$15.8MLiabilities$0
Money in vs. money out
Total income / additions$3.9M
Total expenses$2.9M
Benefits paid / distributions$2.8M
Contributions
Employer$440K
Participant$736.1K
Full reported line items
Total assets (EOY)
$15,769,605
Total liabilities (EOY)
$0
Net assets (EOY)
$15,769,605
Employer contributions
$439,993
Participant contributions
$736,060
Total income / additions
$3,946,634
Benefits paid
$2,848,709
Administrative expenses
$58,154
Total expenses
$2,906,863
Net increase / (decrease)
$1,039,771

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240903124114NAL0018500945001 cover?
It is the 2023 Form 5500 filing for Data Management Services, Inc. 401(K) Rate Group Profit Sharing Plan, reported by Data Management Services, Inc. (EIN 52-1209794).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages