2023 Form 5500 filing — Decision Analyst, Inc. 401(K) Plan
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 20240916114418NAL0001418113001) for Decision Analyst, Inc. 401(K) Plan, reported by Decision Analyst, Inc. under EIN 75-1605584 and plan number 002. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$14.9MReported net assets$14,945,717
Participants142
Provider compensationNone reported4 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240916114418NAL0001418113001
- Plan sponsor
- Decision Analyst, Inc.
- EIN
- 75-1605584
- Plan number
- 002
- Location
- Arlington, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$14.9M total assets
Net assets$14.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $14,945,717
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,945,717
- Employer contributions
- $86,899
- Participant contributions
- $816,275
- Total income / additions
- $3,220,646
- Benefits paid
- $1,967,754
- Administrative expenses
- -$7,192
- Total expenses
- $1,960,562
- Net increase / (decrease)
- $1,260,084
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisor Networks LLC | INVESTMENT ADVISOR | $13,574 | not reported in the loaded dataset |
| Cetera Investments Advisers LLC | INVESTMENT ADVISOR | $12,881 | not reported in the loaded dataset |
| Coble Cravens Financial Services | INVESTMENT ADVISOR | $12,152 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$45,800 | $0 |