Diversified Maintenance Retirement Savings Plan — Form 5500 plan (Diversified Maintenance Systems, LLC)

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, Diversified Maintenance Retirement Savings Plan is a benefit plan reported by Diversified Maintenance Systems, LLC under EIN 27-1978784 and plan number 001. The latest loaded filing year is 2023. The filing reports 554 participants and $6,904,917 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Diversified Maintenance Systems, LLC
EIN
27-1978784
Plan number
001
Plan type
2
Location
Tampa, FL
Latest filing year
2023
Participants
554
End-of-year plan assets
$6,904,917

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023554H, C20250131084959NAL0002106529001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,904,917
Total liabilities (EOY)
$0
Net assets (EOY)
$6,904,917
Net assets (BOY)
$6,482,990

Income & contributions

Employer contributions
$164,546
Participant contributions
$987,877
Total contributions
$1,156,756
Total income / additions
$2,123,005

Expenses & distributions

Benefits paid
$1,652,497
Administrative expenses
$48,581
Total expenses
$1,701,078
Net increase / (decrease)
$421,927

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$39,658$02023
Global RetirementINVESTMENT ADVISORY$9,064$62023

Related Form 5500 pages