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DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN 401k Plan overview

Plan NameDIMENSIONAL INNOVATIONS, INC. 401(K) PLAN
Plan identification number 001

DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DIMENSIONAL INNOVATIONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:DIMENSIONAL INNOVATIONS, INC.
Employer identification number (EIN):431654292
NAIC Classification:332900

Additional information about DIMENSIONAL INNOVATIONS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1984-10-01
Company Identification Number: H23417
Legal Registered Office Address: 2508 MOHAWK TRAIL

MAITLAND

32751

More information about DIMENSIONAL INNOVATIONS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01TOM COLLINS2023-10-10
0012021-01-01TOM COLLINS2022-10-14
0012020-01-01TOM COLLINS2021-10-15
0012019-01-01TOM COLLINS2020-10-14
0012018-01-01TOM COLLINS2019-10-15
0012017-01-01ALLISON SCHMITT
0012016-01-01ALLISON SCHMITT
0012015-01-01ALLISON SCHMITT
0012015-01-01ALLISON SCHMITT
0012014-01-01ALLISON SCHMITT
0012013-01-01ALLISON SCHMITT2014-09-26 TUCKER TROTTER2014-09-26
0012012-01-01ALLISON SCHMITT2013-09-30 TUCKER TROTTER2013-09-30
0012011-01-01ALLISON SCHMITT2012-06-07 TUCKER TROTTER2012-06-07
0012010-01-01ALLISON SCHMITT2011-06-29 TUCKER TROTTER2011-06-29

Plan Statistics for DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN

401k plan membership statisitcs for DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN

Measure Date Value
2022: DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01317
Total number of active participants reported on line 7a of the Form 55002022-01-01219
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0181
Total of all active and inactive participants2022-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01300
Number of participants with account balances2022-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0116
2021: DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01362
Total number of active participants reported on line 7a of the Form 55002021-01-01225
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0188
Total of all active and inactive participants2021-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01313
Number of participants with account balances2021-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0122
2020: DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01318
Total of all active and inactive participants2020-01-010
Total participants2020-01-010
2019: DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01283
Total number of active participants reported on line 7a of the Form 55002019-01-01265
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0151
Total of all active and inactive participants2019-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01318
Number of participants with account balances2019-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0119
2018: DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01304
Total number of active participants reported on line 7a of the Form 55002018-01-01215
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0158
Total of all active and inactive participants2018-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01273
Number of participants with account balances2018-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0140
2017: DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01253
Total number of active participants reported on line 7a of the Form 55002017-01-01263
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0133
Total of all active and inactive participants2017-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01297
Number of participants with account balances2017-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0122
2016: DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01176
Total number of active participants reported on line 7a of the Form 55002016-01-01191
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0128
Total of all active and inactive participants2016-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01223
Number of participants with account balances2016-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01160
Total number of active participants reported on line 7a of the Form 55002015-01-01144
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0134
Total of all active and inactive participants2015-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01180
Number of participants with account balances2015-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0119
2014: DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01134
Total number of active participants reported on line 7a of the Form 55002014-01-01110
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01132
Number of participants with account balances2014-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019

Financial Data on DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN

Measure Date Value
2022 : DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-610,823
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,054,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,963,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,125,235
Value of total assets at end of year2022-12-31$12,893,326
Value of total assets at beginning of year2022-12-31$15,558,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$90,872
Total interest from all sources2022-12-31$6,679
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,211,903
Participant contributions at end of year2022-12-31$118,332
Participant contributions at beginning of year2022-12-31$190,744
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$480,259
Other income not declared elsewhere2022-12-31$312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,664,890
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,893,326
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,558,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,266,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,902,863
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$6,679
Value of interest in common/collective trusts at end of year2022-12-31$508,910
Value of interest in common/collective trusts at beginning of year2022-12-31$464,609
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,753,640
Net investment gain or loss from common/collective trusts2022-12-31$10,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$433,073
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,963,195
Contract administrator fees2022-12-31$90,872
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PICKETT CHANEY & MCMULLEN LLP
Accountancy firm EIN2022-12-31481246310
2021 : DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,840,746
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,068,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,958,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,607,780
Value of total assets at end of year2021-12-31$15,558,216
Value of total assets at beginning of year2021-12-31$13,785,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$109,364
Total interest from all sources2021-12-31$8,859
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,138,534
Participant contributions at end of year2021-12-31$190,744
Participant contributions at beginning of year2021-12-31$195,863
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$19,317
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$165,900
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,772,572
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,558,216
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,785,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$14,902,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,030,666
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$8,859
Value of interest in common/collective trusts at end of year2021-12-31$464,609
Value of interest in common/collective trusts at beginning of year2021-12-31$535,893
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,224,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$303,346
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$3,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,958,810
Contract administrator fees2021-12-31$109,364
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PICKETT CHANEY & MCMULLEN LLP
Accountancy firm EIN2021-12-31481246310
2020 : DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,128,591
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,639,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,571,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,520,482
Value of total assets at end of year2020-12-31$13,785,644
Value of total assets at beginning of year2020-12-31$10,296,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$68,280
Total interest from all sources2020-12-31$8,608
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,300,247
Participant contributions at end of year2020-12-31$195,863
Participant contributions at beginning of year2020-12-31$214,734
Participant contributions at end of year2020-12-31$19,317
Participant contributions at beginning of year2020-12-31$554
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,782,281
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,488,857
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,785,644
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,296,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,030,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,417,006
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$156,722
Interest on participant loans2020-12-31$8,608
Value of interest in common/collective trusts at end of year2020-12-31$535,893
Value of interest in common/collective trusts at beginning of year2020-12-31$502,781
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,599,501
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$437,954
Employer contributions (assets) at end of year2020-12-31$3,905
Employer contributions (assets) at beginning of year2020-12-31$136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,571,454
Contract administrator fees2020-12-31$68,280
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PICKETT CHANEY & MCMULLEN LLP
Accountancy firm EIN2020-12-31481246310
2019 : DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,307,101
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$544,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$536,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,756,240
Value of total assets at end of year2019-12-31$10,296,787
Value of total assets at beginning of year2019-12-31$7,534,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,597
Total interest from all sources2019-12-31$15,914
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$200,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,152,962
Participant contributions at end of year2019-12-31$214,734
Participant contributions at beginning of year2019-12-31$110,583
Participant contributions at end of year2019-12-31$554
Participant contributions at beginning of year2019-12-31$462
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$183,391
Other income not declared elsewhere2019-12-31$151
Total non interest bearing cash at end of year2019-12-31$368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,762,420
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,296,787
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,534,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,417,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,937,221
Value of interest in pooled separate accounts at end of year2019-12-31$156,722
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$8,079
Interest earned on other investments2019-12-31$7,835
Value of interest in common/collective trusts at end of year2019-12-31$502,781
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,486
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$486,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,534,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$419,887
Employer contributions (assets) at end of year2019-12-31$136
Employer contributions (assets) at beginning of year2019-12-31$90
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$536,084
Contract administrator fees2019-12-31$8,597
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PICKETT CHANEY & MCMULLEN LLP
Accountancy firm EIN2019-12-31481246310
2018 : DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$958,852
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$410,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$409,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,651,427
Value of total assets at end of year2018-12-31$7,534,367
Value of total assets at beginning of year2018-12-31$6,985,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$500
Total interest from all sources2018-12-31$12,695
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$200,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$973,847
Participant contributions at end of year2018-12-31$110,583
Participant contributions at beginning of year2018-12-31$126,524
Participant contributions at end of year2018-12-31$462
Participant contributions at beginning of year2018-12-31$462
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$300,212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$548,550
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,534,367
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,985,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,937,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,457,165
Interest on participant loans2018-12-31$5,933
Interest earned on other investments2018-12-31$6,762
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$486,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$401,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-705,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$377,368
Employer contributions (assets) at end of year2018-12-31$90
Employer contributions (assets) at beginning of year2018-12-31$90
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$409,802
Contract administrator fees2018-12-31$500
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PICKETT CHANEY & MCMULLEN LLP
Accountancy firm EIN2018-12-31481246310
2017 : DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,206,428
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$232,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$232,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,346,513
Value of total assets at end of year2017-12-31$6,985,817
Value of total assets at beginning of year2017-12-31$5,011,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$490
Total interest from all sources2017-12-31$11,541
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$200,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$909,620
Participant contributions at end of year2017-12-31$126,524
Participant contributions at beginning of year2017-12-31$104,874
Participant contributions at end of year2017-12-31$462
Participant contributions at beginning of year2017-12-31$17,092
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$113,064
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,973,930
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,985,817
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,011,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,457,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,538,110
Interest on participant loans2017-12-31$5,990
Interest earned on other investments2017-12-31$5,551
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$401,576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$344,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$848,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$323,829
Employer contributions (assets) at end of year2017-12-31$90
Employer contributions (assets) at beginning of year2017-12-31$7,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$232,008
Contract administrator fees2017-12-31$490
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PICKETT CHANEY & MCMULLEN LLP
Accountancy firm EIN2017-12-31481246310
2016 : DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,917
Total income from all sources (including contributions)2016-12-31$1,854,657
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$340,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$340,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,456,209
Value of total assets at end of year2016-12-31$5,011,887
Value of total assets at beginning of year2016-12-31$3,504,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$215
Total interest from all sources2016-12-31$8,568
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$200,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$627,214
Participant contributions at end of year2016-12-31$104,874
Participant contributions at beginning of year2016-12-31$71,961
Participant contributions at end of year2016-12-31$17,092
Participant contributions at beginning of year2016-12-31$30,336
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$577,058
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$6,917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,514,327
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,011,887
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,497,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,538,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,080,534
Interest on participant loans2016-12-31$3,521
Interest earned on other investments2016-12-31$5,047
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$344,398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$310,066
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$389,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$251,937
Employer contributions (assets) at end of year2016-12-31$7,413
Employer contributions (assets) at beginning of year2016-12-31$11,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$340,115
Contract administrator fees2016-12-31$215
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PICKETT CHANEY & MCMULLEN LLP
Accountancy firm EIN2016-12-31481246310
2015 : DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,917
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$598,613
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$200,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$180,252
Value of total corrective distributions2015-12-31$19,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$684,806
Value of total assets at end of year2015-12-31$3,504,477
Value of total assets at beginning of year2015-12-31$3,099,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$421
Total interest from all sources2015-12-31$10,279
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$200,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$437,275
Participant contributions at end of year2015-12-31$71,961
Participant contributions at beginning of year2015-12-31$100,024
Participant contributions at end of year2015-12-31$30,336
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$61,108
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$11,423
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$6,917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$397,968
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,497,560
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,099,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,080,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,727,223
Interest on participant loans2015-12-31$3,344
Interest earned on other investments2015-12-31$6,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$310,066
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$272,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-96,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$186,423
Employer contributions (assets) at end of year2015-12-31$11,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$168,829
Contract administrator fees2015-12-31$421
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PICKETT CHANEY & MCMULLEN LLP
Accountancy firm EIN2015-12-31481246310
2014 : DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$881,822
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$349,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$337,847
Expenses. Certain deemed distributions of participant loans2014-12-31$8,570
Value of total corrective distributions2014-12-31$2,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$713,968
Value of total assets at end of year2014-12-31$3,099,592
Value of total assets at beginning of year2014-12-31$2,567,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$478
Total interest from all sources2014-12-31$12,549
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$80
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$80
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$332,034
Participant contributions at end of year2014-12-31$100,024
Participant contributions at beginning of year2014-12-31$139,131
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$251,942
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$532,493
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,099,592
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,567,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,727,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,212,206
Interest on participant loans2014-12-31$4,860
Interest earned on other investments2014-12-31$7,689
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$272,345
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$215,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$155,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$129,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$337,591
Contract administrator fees2014-12-31$478
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PICKETT CHANEY & MCMULLEN LLP
Accountancy firm EIN2014-12-31481246310

Form 5500 Responses for DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN

2022: DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract numberE324941
Policy instance 1
Insurance contract or identification numberE324941
Number of Individuals Covered306
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $19,309
Total amount of fees paid to insurance companyUSD $4,827
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,309
Insurance broker organization code?3
Amount paid for insurance broker fees4827
Additional information about fees paid to insurance brokerSERVICE FEE
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract numberE324941
Policy instance 1
Insurance contract or identification numberE324941
Number of Individuals Covered259
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $23,540
Total amount of fees paid to insurance companyUSD $5,885
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,540
Insurance broker organization code?3
Amount paid for insurance broker fees5885
Additional information about fees paid to insurance brokerSERVICE FEE
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract numberE324941
Policy instance 1
Insurance contract or identification numberE324941
Number of Individuals Covered265
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $13,945
Total amount of fees paid to insurance companyUSD $3,486
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,945
Insurance broker organization code?3
Amount paid for insurance broker fees3486
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker nameTAX FAVORED BENEFITS, INC
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract numberE324941
Policy instance 1
Insurance contract or identification numberE324941
Number of Individuals Covered140
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $92,204
Total amount of fees paid to insurance companyUSD $23,051
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $92,204
Insurance broker organization code?3
Amount paid for insurance broker fees23051
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker nameTAX FAVORED BENEFITS, INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number830437
Policy instance 2
Insurance contract or identification number830437
Number of Individuals Covered140
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $9,321
Total amount of fees paid to insurance companyUSD $1,165
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $9,321
Insurance broker organization code?3
Amount paid for insurance broker fees1165
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker nameTAX FAVORED BENEFITS, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number830437
Policy instance 1
Insurance contract or identification number830437
Number of Individuals Covered117
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $10,559
Total amount of fees paid to insurance companyUSD $1,320
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $10,559
Insurance broker organization code?3
Amount paid for insurance broker fees1320
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker nameTAX FAVORED BENEFITS, INC.

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