2023 Form 5500 filing — Datavox 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 20241002060635NAL0007932801001) for Datavox Inc. 401(K) Profit Sharing Plan & Trust, reported by Datavox, Inc. under EIN 76-0251479 and plan number 001. It reports 267 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)$22.2MReported net assets$22,232,391
Participants267
Provider compensation$80K6 Schedule C row(s)$79,968
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241002060635NAL0007932801001
- Plan sponsor
- Datavox, Inc.
- EIN
- 76-0251479
- Plan number
- 001
- Location
- Houston, TX
- 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)$22.2M total assets
Net assets$22.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $22,232,391
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,232,391
- Employer contributions
- $551,454
- Participant contributions
- $1,141,075
- Total income / additions
- $5,672,994
- Benefits paid
- $853,903
- Administrative expenses
- $75,888
- Total expenses
- $936,901
- Net increase / (decrease)
- $4,736,093
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $29,869 | $4,080 |
| Adp, Inc. | RECORD KEEPER | $27,019 | $0 |
| Weinstein Spira & Company P.C | ACCOUNTANT | $19,000 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Mesirow Financial Investment Manage | INVESTMENT/FINANCIAL ADVI | $0 | $0 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 |