2023 Form 5500 filing — Dm Group 401k 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 20241008144815NAL0008478099001) for Dm Group 401k Plan, reported by Pricetrace LLC under EIN 26-4669947 and plan number 001. It reports 176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008144815NAL0008478099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pricetrace LLC
- EIN
- 26-4669947
- Plan number
- 001
- Location
- Richardson, TX
- Participants
- 176
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,922,588
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,922,588
- Employer contributions
- $313,248
- Participant contributions
- $681,488
- Total income / additions
- $1,681,113
- Benefits paid
- $413,295
- Administrative expenses
- $31,380
- Total expenses
- $446,447
- Net increase / (decrease)
- $1,234,666
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Chin Po Avantax Advisory Services | FIDUCIARY ADVISOR | $16,071 | not reported in the loaded dataset |
| Eplan Advisors, LLC | PENSION CONSULTANT | $9,252 | not reported in the loaded dataset |
| Mesirow Financial Fiduciary Service | FIDUCIARY ADVISOR | $1,607 | not reported in the loaded dataset |