Dynamic 401(K) Plan — Form 5500 plan (Dynamic Lifecycle Innovations 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, Dynamic 401(K) Plan is a benefit plan reported by Dynamic Lifecycle Innovations Inc. under EIN 42-1716171 and plan number 001. The latest loaded filing year is 2023. The filing reports 369 participants and $11,620,195 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dynamic Lifecycle Innovations Inc.
- EIN
- 42-1716171
- Plan number
- 001
- Plan type
- 2
- Location
- Onalaska, WI
- Latest filing year
- 2023
- Participants
- 369
- End-of-year plan assets
- $11,620,195
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 369 | H, C | 20241014160501NAL0015261235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,620,195
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,620,195
- Net assets (BOY)
- $8,599,152
Income & contributions
- Employer contributions
- $534,756
- Participant contributions
- $1,378,710
- Total contributions
- $2,116,658
- Total income / additions
- $3,947,648
Expenses & distributions
- Benefits paid
- $863,676
- Administrative expenses
- $62,929
- Total expenses
- $926,605
- Net increase / (decrease)
- $3,021,043
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Trust Point Inc | NONE | $62,929 | not reported in the loaded dataset | 2023 |