2023 Form 5500 filing — Distributor Service, 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 20241004160331NAL0006833667001) for Distributor Service, Inc. 401(K) Plan, reported by Distributor Service, Inc. under EIN 25-1189905 and plan number 001. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004160331NAL0006833667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Distributor Service, Inc.
- EIN
- 25-1189905
- Plan number
- 001
- Location
- Carnegie, PA
- Participants
- 165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,582,474
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,582,474
- Employer contributions
- $310,487
- Participant contributions
- $772,361
- Total income / additions
- $2,603,247
- Benefits paid
- $1,297,632
- Administrative expenses
- $64,414
- Total expenses
- $1,362,046
- Net increase / (decrease)
- $1,241,201
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $32,931 | not reported in the loaded dataset |
| First National Trust Company | NONE | $31,483 | not reported in the loaded dataset |