2023 Form 5500 filing — Dtn Management Company 401(K) Profit Sharing 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 20241015084114NAL0027850385001) for Dtn Management Company 401(K) Profit Sharing Plan, reported by Dtn Management Company under EIN 38-3287356 and plan number 002. It reports 301 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)$23.9MReported net assets$23,920,813
Participants301
Provider compensation$120.1K3 Schedule C row(s)$120,121
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015084114NAL0027850385001
Plan sponsor
Dtn Management Company
EIN
38-3287356
Plan number
002
Location
Lansing, MI
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)$23.9M total assets
Net assets$23.9MLiabilities$0
Money in vs. money out
Total income / additions$6.1M
Total expenses$2.1M
Benefits paid / distributions$2M
Contributions
Employer$786K
Participant$1.2M
Full reported line items
Total assets (EOY)
$23,920,813
Total liabilities (EOY)
$0
Net assets (EOY)
$23,920,813
Employer contributions
$785,950
Participant contributions
$1,189,751
Total income / additions
$6,083,832
Benefits paid
$1,993,296
Administrative expenses
$97,795
Total expenses
$2,091,091
Net increase / (decrease)
$3,992,741

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$97,795$0
O N Equity Sales CoOTHER SERVICES$0$20,945
Ohio National Insurance Agency IncOTHER SERVICES$0$1,381

Related Form 5500 pages