Data-Mail 401(K) Retirement Savings Plan — Form 5500 plan (Data-Mail, Inc.)
Plain-English plan 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, Data-Mail 401(K) Retirement Savings Plan is a benefit plan reported by Data-Mail, Inc. under EIN 06-0867563 and plan number 002. The latest loaded filing year is 2023. The filing reports 921 participants and $52,239,942 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Data-Mail, Inc.
- EIN
- 06-0867563
- Plan number
- 002
- Plan type
- 2
- Location
- Newington, CT
- Latest filing year
- 2023
- Participants
- 921
- End-of-year plan assets
- $52,239,942
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 921 | H, C | 20241004110953NAL0006632547001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,239,942
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,239,942
- Net assets (BOY)
- $45,440,581
Income & contributions
- Employer contributions
- $757,355
- Participant contributions
- $3,104,783
- Total contributions
- $4,067,898
- Total income / additions
- $11,450,160
Expenses & distributions
- Benefits paid
- $4,577,856
- Administrative expenses
- $68,576
- Total expenses
- $4,650,799
- Net increase / (decrease)
- $6,799,361
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hooker And Holcombe Invt Advisors | ADVISOR | $32,424 | not reported in the loaded dataset | 2023 |
| Usi Advisors Inc | ADVISOR | $16,391 | not reported in the loaded dataset | 2023 |
| Cohnreznick,Llp | AUDITOR | $16,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $3,761 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Data-Mail, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Newington, CT
- Hooker And Holcombe Invt Advisors — Schedule C compensation
- Usi Advisors Inc — Schedule C compensation
- Cohnreznick,Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation