2023 Form 5500 filing — The Dallas Group Of America, Inc. Employees' Profit Sharing 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 20241002085926NAL0013991024001) for The Dallas Group Of America, Inc. Employees' Profit Sharing Plan And Trust, reported by The Dallas Group Of America, Inc under EIN 22-2952954 and plan number 001. It reports 150 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)$30.6MReported net assets$30,555,837
Participants150
Provider compensation$155.6K3 Schedule C row(s)$155,615
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002085926NAL0013991024001
Plan sponsor
The Dallas Group Of America, Inc
EIN
22-2952954
Plan number
001
Location
Whitehouse, NJ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$30.6M total assets
Net assets$30.6MLiabilities$0
Money in vs. money out
Total income / additions$6.4M
Total expenses$5.5M
Benefits paid / distributions$5.3M
Contributions
Employer$1.4M
Participant$1M
Full reported line items
Total assets (EOY)
$30,555,837
Total liabilities (EOY)
$0
Net assets (EOY)
$30,555,837
Employer contributions
$1,416,647
Participant contributions
$1,012,076
Total income / additions
$6,354,439
Benefits paid
$5,288,854
Administrative expenses
$153,059
Total expenses
$5,469,859
Net increase / (decrease)
$884,580
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $94.3K · Indirect $0
  2. 2
    NONE · Direct $48.8K
  3. 3
    NONE · Direct $12.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002085926NAL0013991024001 cover?
It is the 2023 Form 5500 filing for The Dallas Group Of America, Inc. Employees' Profit Sharing Plan And Trust, reported by The Dallas Group Of America, Inc (EIN 22-2952954).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages