Dm Luxury LLC 401(K) Plan — Form 5500 plan (Dm Luxury 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, Dm Luxury LLC 401(K) Plan is a benefit plan reported by Dm Luxury LLC under EIN 27-3324953 and plan number 001. The latest loaded filing year is 2023. The filing reports 481 participants and $18,665,222 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dm Luxury LLC
- EIN
- 27-3324953
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 481
- End-of-year plan assets
- $18,665,222
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 481 | H, C | 20241011135138NAL0022875633001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,665,222
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,665,222
- Net assets (BOY)
- $15,273,788
Income & contributions
- Employer contributions
- $212,449
- Participant contributions
- $1,395,249
- Total contributions
- $2,016,624
- Total income / additions
- $4,778,765
Expenses & distributions
- Benefits paid
- $1,384,117
- Administrative expenses
- $3,214
- Total expenses
- $1,387,331
- Net increase / (decrease)
- $3,391,434
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rockefeller Financial LLC | ADVISOR | $0 | $40,776 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $3,214 | $0 | 2023 |