2023 Form 5500 filing — Document Storage Systems, 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 20241008120935NAL0016588289001) for Document Storage Systems, Inc. 401(K) Plan, reported by Document Storage Systems, Inc. under EIN 43-1575286 and plan number 001. It reports 768 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008120935NAL0016588289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Document Storage Systems, Inc.
- EIN
- 43-1575286
- Plan number
- 001
- Location
- Juno Beach, FL
- Participants
- 768
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,163,422
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,163,422
- Employer contributions
- $2,418,942
- Participant contributions
- $5,960,131
- Total income / additions
- $19,276,912
- Benefits paid
- $5,100,426
- Administrative expenses
- $72,460
- Total expenses
- $5,232,498
- Net increase / (decrease)
- $14,044,414
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Broad Street Capital Partners LLC | INVESTMENT ADVISOR | $76,300 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $46,031 | not reported in the loaded dataset |
| Ej Reynolds, Inc. | CONTRACT ADMIN | $7,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER, OTHER | $0 | not reported in the loaded dataset |