Dtm Companies 401(K) Plan — Form 5500 plan (Dan T. Moore Company)
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, Dtm Companies 401(K) Plan is a benefit plan reported by Dan T. Moore Company under EIN 34-1082874 and plan number 001. The latest loaded filing year is 2023. The filing reports 398 participants and $25,199,376 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dan T. Moore Company
- EIN
- 34-1082874
- Plan number
- 001
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 398
- End-of-year plan assets
- $25,199,376
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 398 | H, C | 20241014102945NAL0044154320001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,199,376
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,199,376
- Net assets (BOY)
- $21,487,240
Income & contributions
- Employer contributions
- $536,808
- Participant contributions
- $1,409,198
- Total contributions
- $1,992,467
- Total income / additions
- $6,013,696
Expenses & distributions
- Benefits paid
- $2,235,743
- Administrative expenses
- $67,063
- Total expenses
- $2,301,560
- Net increase / (decrease)
- $3,712,136
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mariner Wealth Advisors | INVESTMENT ADVISOR | $48,512 | not reported in the loaded dataset | 2023 |
| Pease Bell Cpas | ACCOUNTANT/AUDITOR | $12,635 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $5,916 | $0 | 2023 |