Data Business Equipment, Inc. Retirement Plan — Form 5500 plan (Data Business Equipment, 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 Business Equipment, Inc. Retirement Plan is a benefit plan reported by Data Business Equipment, Inc. under EIN 42-0937053 and plan number 001. The latest loaded filing year is 2023. The filing reports 209 participants and $18,028,765 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Data Business Equipment, Inc.
- EIN
- 42-0937053
- Plan number
- 001
- Plan type
- 2
- Location
- Des Moines, IA
- Latest filing year
- 2023
- Participants
- 209
- End-of-year plan assets
- $18,028,765
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 209 | H, C | 20241003115447NAL0019562114001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,028,765
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,028,765
- Net assets (BOY)
- $14,891,549
Income & contributions
- Employer contributions
- $561,742
- Participant contributions
- $1,203,797
- Total contributions
- $2,012,026
- Total income / additions
- $4,372,308
Expenses & distributions
- Benefits paid
- $1,152,202
- Administrative expenses
- $82,890
- Total expenses
- $1,235,092
- Net increase / (decrease)
- $3,137,216
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Retireright LLC | INVESTMENT ADVISOR | $40,539 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $21,345 | $0 | 2023 |
| Na Na | OTHER | $11,350 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,656 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Data Business Equipment, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Des Moines, IA
- Retireright LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Na Na — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation