2023 Form 5500 filing — Demmer Investments Iv Inc 401(K) Profit Sharing Plan & Trust

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 20240927100614NAL0001857377001) for Demmer Investments Iv Inc 401(K) Profit Sharing Plan & Trust, reported by Demmer Investments Iv Inc under EIN 27-3719597 and plan number 001. It reports 276 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)$8.3MReported net assets$8,271,400
Participants276
Provider compensation$24.8K2 Schedule C row(s)$24,773
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240927100614NAL0001857377001
Plan sponsor
Demmer Investments Iv Inc
EIN
27-3719597
Plan number
001
Location
Saint Paul, MN
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$8.3M total assets
Net assets$8.3MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$783K
Benefits paid / distributions$756.3K
Contributions
Employer$257.1K
Participant$478.5K
Full reported line items
Total assets (EOY)
$8,271,400
Total liabilities (EOY)
$0
Net assets (EOY)
$8,271,400
Employer contributions
$257,084
Participant contributions
$478,528
Total income / additions
$2,154,388
Benefits paid
$756,274
Administrative expenses
$26,711
Total expenses
$782,985
Net increase / (decrease)
$1,371,403
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $17K
  2. 2
    ADVISOR · Direct $7.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927100614NAL0001857377001 cover?
It is the 2023 Form 5500 filing for Demmer Investments Iv Inc 401(K) Profit Sharing Plan & Trust, reported by Demmer Investments Iv Inc (EIN 27-3719597).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages