Dmg Mori 401(K) & Profit Sharing Plan — Form 5500 plan (Dmg Mori Usa, 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, Dmg Mori 401(K) & Profit Sharing Plan is a benefit plan reported by Dmg Mori Usa, Inc. under EIN 75-1891263 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,142 participants and $121,486,023 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dmg Mori Usa, Inc.
EIN
75-1891263
Plan number
002
Plan type
2
Location
Hoffman Estates, IL
Latest filing year
2023
Participants
1,142
End-of-year plan assets
$121,486,023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,142H, C20240923122507NAL0011348017001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$121,486,023
Total liabilities (EOY)
$0
Net assets (EOY)
$121,486,023
Net assets (BOY)
$97,578,519

Income & contributions

Employer contributions
$3,755,993
Participant contributions
$8,805,162
Total contributions
$14,263,311
Total income / additions
$31,359,334

Expenses & distributions

Benefits paid
$7,324,304
Administrative expenses
$122,000
Total expenses
$7,451,830
Net increase / (decrease)
$23,907,504

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$75,435$02023
Strategic Advisors, Inc.ADVISOR$46,565not reported in the loaded dataset2023

Related Form 5500 pages