401k Plan data: DMS RETIREMENT PLAN plan

DMS RETIREMENT PLAN 401k Plan overview

Plan Name	DMS RETIREMENT PLAN
Plan identification number	001

DMS RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
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

DATA MANAGEMENT SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: DATA MANAGEMENT SERVICES, INC.

Employer identification number (EIN): 521888039

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DMS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 J. PALADINO 2023-09-28
001 2021-01-01 J. PALADINO 2022-10-14
001 2020-01-01 J. PALADINO 2021-09-24
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 MAGDALAH SILVA 2017-10-10 MAGDALAH SILVA 2017-10-10
001 2015-01-01 MAGDALAH SILVA 2016-10-04 MAGDALAH SILVA 2016-10-04
001 2015-01-01 MAGDALAH SILVA 2016-10-04
001 2014-01-01 MAGDALAH SILVA 2015-05-05
001 2013-01-01 MAGDALAH SILVA
001 2012-01-01 OLYMPIA TISDALE
001 2011-01-01 JENNIFER LYNNE SCRITCHFIELD
001 2010-01-01 SUZANNE E. MISCIK

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	J. PALADINO	2023-09-28
001	2021-01-01	J. PALADINO	2022-10-14
001	2020-01-01	J. PALADINO	2021-09-24
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01	MAGDALAH SILVA	2017-10-10	MAGDALAH SILVA	2017-10-10
001	2015-01-01	MAGDALAH SILVA	2016-10-04	MAGDALAH SILVA	2016-10-04
001	2015-01-01	MAGDALAH SILVA	2016-10-04
001	2014-01-01	MAGDALAH SILVA	2015-05-05
001	2013-01-01	MAGDALAH SILVA
001	2012-01-01	OLYMPIA TISDALE
001	2011-01-01	JENNIFER LYNNE SCRITCHFIELD
001	2010-01-01	SUZANNE E. MISCIK

Plan Statistics for DMS RETIREMENT PLAN

401k plan membership statisitcs for DMS RETIREMENT PLAN

Measure Date Value
2013: DMS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 64
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 22
Total of all active and inactive participants 2013-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 87
Number of participants with account balances 2013-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4
2012: DMS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 74
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 28
Total of all active and inactive participants 2012-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 104
Number of participants with account balances 2012-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: DMS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 87
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 26
Total of all active and inactive participants 2011-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 114
Number of participants with account balances 2011-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: DMS RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 90
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 48
Total of all active and inactive participants 2010-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 138
Number of participants with account balances 2010-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 29

Measure	Date	Value
2013: DMS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	64
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	22
Total of all active and inactive participants	2013-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	87
Number of participants with account balances	2013-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: DMS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	74
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	28
Total of all active and inactive participants	2012-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	104
Number of participants with account balances	2012-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: DMS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	87
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	26
Total of all active and inactive participants	2011-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	114
Number of participants with account balances	2011-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: DMS RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	90
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	48
Total of all active and inactive participants	2010-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	138
Number of participants with account balances	2010-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	29

Financial Data on DMS RETIREMENT PLAN

Measure	Date	Value
2013 : DMS RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$303,330
Total unrealized appreciation/depreciation of assets	2013-12-31	$303,330
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$459,734
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$829,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$822,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$151,527
Value of total assets at end of year	2013-12-31	$1,817,432
Value of total assets at beginning of year	2013-12-31	$2,186,895
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$6,690
Total interest from all sources	2013-12-31	$4,877
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$130,935
Participant contributions at end of year	2013-12-31	$100,615
Participant contributions at beginning of year	2013-12-31	$42,374
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$75
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$12,293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$-369,463
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,817,432
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,186,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$6,690
Value of interest in pooled separate accounts at end of year	2013-12-31	$1,716,742
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$2,115,761
Income. Interest from loans (other than to participants)	2013-12-31	$4,877
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$28,760
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$8,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$822,507
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	SALTER & COMPANY, LLC
Accountancy firm EIN	2013-12-31	208078757
2012 : DMS RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$232,582
Total unrealized appreciation/depreciation of assets	2012-12-31	$232,582
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$582,001
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$210,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$197,732
Value of total corrective distributions	2012-12-31	$6,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$347,730
Value of total assets at end of year	2012-12-31	$2,186,895
Value of total assets at beginning of year	2012-12-31	$1,815,346
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$6,605
Total interest from all sources	2012-12-31	$1,689
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$210,809
Participant contributions at end of year	2012-12-31	$42,374
Participant contributions at beginning of year	2012-12-31	$43,170
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$39,868
Administrative expenses (other) incurred	2012-12-31	$1,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$371,549
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,186,895
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,815,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$4,989
Value of interest in pooled separate accounts at end of year	2012-12-31	$2,115,761
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$1,765,443
Interest on participant loans	2012-12-31	$1,689
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$28,760
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$6,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$97,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$197,732
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	SALTER & COMPANY, LLC
Accountancy firm EIN	2012-12-31	208078757
2011 : DMS RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$873,361
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$771,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$739,279
Value of total corrective distributions	2011-12-31	$17,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$921,077
Value of total assets at end of year	2011-12-31	$1,815,346
Value of total assets at beginning of year	2011-12-31	$1,713,143
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$14,569
Total interest from all sources	2011-12-31	$1,198
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$230,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$296,827
Participant contributions at end of year	2011-12-31	$43,170
Participant contributions at beginning of year	2011-12-31	$16,216
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$1,964
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$485,739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Income. Non cash contributions	2011-12-31	$1,315
Value of net income/loss	2011-12-31	$102,203
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,815,346
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,713,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$1,765,443
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$1,687,821
Income. Interest from loans (other than to participants)	2011-12-31	$1,198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$6,733
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$7,142
Net investment gain/loss from pooled separate accounts	2011-12-31	$-48,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$137,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$739,279
Contract administrator fees	2011-12-31	$14,569
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	SALTER & COMPANY, LLC
Accountancy firm EIN	2011-12-31	208078757
2010 : DMS RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$766,636
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$52,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$48,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$538,583
Value of total assets at end of year	2010-12-31	$1,713,143
Value of total assets at beginning of year	2010-12-31	$998,610
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$3,833
Total interest from all sources	2010-12-31	$371
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$230,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$327,681
Participant contributions at end of year	2010-12-31	$16,216
Participant contributions at beginning of year	2010-12-31	$375
Participant contributions at end of year	2010-12-31	$1,964
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$43,978
Other income not declared elsewhere	2010-12-31	$3,922
Administrative expenses (other) incurred	2010-12-31	$1,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$714,533
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,713,143
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$998,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$998,235
Value of interest in pooled separate accounts at end of year	2010-12-31	$1,687,821
Interest on participant loans	2010-12-31	$371
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$7,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$17,657
Net investment gain/loss from pooled separate accounts	2010-12-31	$206,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$166,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$48,270
Contract administrator fees	2010-12-31	$1,908
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	SALTER & COMPANY, LLC
Accountancy firm EIN	2010-12-31	208078757

Form 5500 Responses for DMS RETIREMENT PLAN

2013: DMS RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DMS RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DMS RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: DMS RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

94932

Policy instance

Insurance contract or identification number	94932
Number of Individuals Covered	60
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $4,982
Total amount of fees paid to insurance company	USD $5,845
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	Yes
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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?	Yes
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	5845
Additional information about fees paid to insurance broker	ADMINISTRATIVE FEES
Insurance broker organization code?	5
Insurance broker name	MORGAN STANLEY INSURANCE SERVICES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

94932

Policy instance

Insurance contract or identification number	94932
Number of Individuals Covered	75
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $4,989
Total amount of fees paid to insurance company	USD $3,015
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	Yes
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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?	Yes
Commission paid to Insurance Broker	USD $4,989
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	FELDMAN BENEFIT SERVICE, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

94932

Policy instance

Insurance contract or identification number	94932
Number of Individuals Covered	197393
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $19,740
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

94932

Policy instance

Insurance contract or identification number	94932
Number of Individuals Covered	125
Insurance policy start date	2010-01-25
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $15,369
Total amount of fees paid to insurance company	USD $1,925
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	DATA MANAGEMENT SERVICES, INC.
Employer identification number (EIN):	521888039
NAIC Classification:	541600