2023 Form 5500 filing — Data Monitor Systems Savings Incentive 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 20240924151953NAL0013210097001) for Data Monitor Systems Savings Incentive Plan, reported by Data Monitor Systems, Inc. under EIN 73-0973133 and plan number 001. It reports 250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$6.1MReported net assets$6,063,022
Participants250
Provider compensation$47.2K2 Schedule C row(s)$47,172
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240924151953NAL0013210097001
- Plan sponsor
- Data Monitor Systems, Inc.
- EIN
- 73-0973133
- Plan number
- 001
- Location
- Midwest City, OK
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$6.1M total assets
Net assets$6.1MLiabilities$36.9K
Full reported line items
- Total assets (EOY)
- $6,099,953
- Total liabilities (EOY)
- $36,931
- Net assets (EOY)
- $6,063,022
- Employer contributions
- $648,689
- Participant contributions
- $273,088
- Total income / additions
- $1,753,170
- Benefits paid
- $1,073,979
- Administrative expenses
- $47,172
- Total expenses
- $1,158,082
- Net increase / (decrease)
- $595,088
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Services | ADVISOR | $27,050 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $20,122 | $0 |