Dmax 401(K) Savings Plan — Form 5500 plan (Dmax, Ltd.)
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, Dmax 401(K) Savings Plan is a benefit plan reported by Dmax, Ltd. under EIN 31-1624971 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,166 participants and $105,571,125 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dmax, Ltd.
- EIN
- 31-1624971
- Plan number
- 001
- Plan type
- 2
- Location
- Dayton, OH
- Latest filing year
- 2023
- Participants
- 1,166
- End-of-year plan assets
- $105,571,125
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,166 | H, C | 20241014180006NAL0026898129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $105,571,125
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $105,571,125
- Net assets (BOY)
- $90,696,583
Income & contributions
- Employer contributions
- $3,846,043
- Participant contributions
- $5,218,256
- Total contributions
- $9,335,515
- Total income / additions
- $24,549,314
Expenses & distributions
- Benefits paid
- $9,343,943
- Administrative expenses
- $225,721
- Total expenses
- $9,674,772
- Net increase / (decrease)
- $14,874,542
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $79,369 | $0 | 2023 |
| Ernst & Young Llp | ACCOUNTANT/AUDITOR | $60,000 | not reported in the loaded dataset | 2023 |
| Highland Consulting Associates | INVESTMENT ADVISOR | $48,662 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $37,690 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dmax, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Dayton, OH
- Fidelity Investments Institutional — Schedule C compensation
- Ernst & Young Llp — Schedule C compensation
- Highland Consulting Associates — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation