2023 Form 5500 filing — Destiny Management Servicesllc 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 20241101081342NAL0002253699001) for Destiny Management Servicesllc 401(K) Profit Sharing Plan & Trust, reported by Destiny Management Services LLC under EIN 52-2150915 and plan number 001. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.1MReported net assets$1,056,365
Participants147
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241101081342NAL0002253699001
Plan sponsor
Destiny Management Services LLC
EIN
52-2150915
Plan number
001
Location
Silver Spring, MD
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$1.1M total assets
Net assets$1.1MLiabilities$0
Money in vs. money out
Total income / additions$328.9K
Total expenses$67.8K
Benefits paid / distributions$57.1K
Contributions
Employer$0
Participant$156.2K
Full reported line items
Total assets (EOY)
$1,056,365
Total liabilities (EOY)
$0
Net assets (EOY)
$1,056,365
Employer contributions
$0
Participant contributions
$156,229
Total income / additions
$328,947
Benefits paid
$57,090
Administrative expenses
$10,710
Total expenses
$67,800
Net increase / (decrease)
$261,147

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241101081342NAL0002253699001 cover?
It is the 2023 Form 5500 filing for Destiny Management Servicesllc 401(K) Profit Sharing Plan & Trust, reported by Destiny Management Services LLC (EIN 52-2150915).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages