2023 Form 5500 filing — Data Business Equipment, Inc. Retirement 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 20241003115447NAL0019562114001) for Data Business Equipment, Inc. Retirement Plan, reported by Data Business Equipment, Inc. under EIN 42-0937053 and plan number 001. It reports 209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003115447NAL0019562114001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Data Business Equipment, Inc.
- EIN
- 42-0937053
- Plan number
- 001
- Location
- Des Moines, IA
- Participants
- 209
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,028,765
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,028,765
- Employer contributions
- $561,742
- Participant contributions
- $1,203,797
- Total income / additions
- $4,372,308
- Benefits paid
- $1,152,202
- Administrative expenses
- $82,890
- Total expenses
- $1,235,092
- Net increase / (decrease)
- $3,137,216
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retireright LLC | INVESTMENT ADVISOR | $40,539 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $21,345 | $0 |
| Na Na | OTHER | $11,350 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,656 | not reported in the loaded dataset |