2023 Form 5500 filing — Data And Contact Management Solutions, LLC 401(K) 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 20241015090638NAL0016029491001) for Data And Contact Management Solutions, LLC 401(K) Retirement Plan, reported by Data And Contact Management Solutions, LLC under EIN 51-0584320 and plan number 001. It reports 408 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)$16.6MReported net assets$16,646,439
Participants408
Provider compensation$68.3K3 Schedule C row(s)$68,312
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015090638NAL0016029491001
- Plan sponsor
- Data And Contact Management Solutions, LLC
- EIN
- 51-0584320
- Plan number
- 001
- Location
- Bloomington, MN
- 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)$16.6M total assets
Net assets$16.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $16,646,439
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,646,439
- Employer contributions
- $472,543
- Participant contributions
- $1,459,758
- Total income / additions
- $4,684,964
- Benefits paid
- $2,459,718
- Administrative expenses
- $68,312
- Total expenses
- $2,528,030
- Net increase / (decrease)
- $2,156,934
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $45,646 | $0 |
| Resources Investment Adv | INVESTMENT ADVISORY | $17,000 | not reported in the loaded dataset |
| Onedigital Investment | INVESTMENT ADVISORY | $5,666 | not reported in the loaded dataset |