2023 Form 5500 filing — Data Recognition Corporation Employees' Benefits Plan And Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240911124234NAL0003642051001) for Data Recognition Corporation Employees' Benefits Plan And Trust, reported by Data Recognition Corporation under EIN 41-1810970 and plan number 001. It reports 1,471 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911124234NAL0003642051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Data Recognition Corporation
- EIN
- 41-1810970
- Plan number
- 001
- Location
- Maple Grove, MN
- Participants
- 1,471
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $178,001,352
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $178,001,352
- Employer contributions
- $2,751,479
- Participant contributions
- $8,533,176
- Total income / additions
- $41,584,893
- Benefits paid
- $4,890,606
- Administrative expenses
- $106,984
- Total expenses
- $5,039,631
- Net increase / (decrease)
- $36,545,262
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $106,984 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |