2023 Form 5500 filing — Dtric 401(K) Profit Sharing 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 20241010122735NAL0035680336001) for Dtric 401(K) Profit Sharing Plan, reported by Dtric Insurance Company, Limited under EIN 99-0185322 and plan number 001. It reports 111 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)$21MReported net assets$20,989,311
Participants111
Provider compensation$3.9K1 Schedule C row(s)$3,869
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010122735NAL0035680336001
Plan sponsor
Dtric Insurance Company, Limited
EIN
99-0185322
Plan number
001
Location
Honolulu, HI
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)$21M total assets
Net assets$21MLiabilities$0
Money in vs. money out
Total income / additions$4.2M
Total expenses$1.6M
Benefits paid / distributions$1.6M
Contributions
Employer$218.1K
Participant$779.2K
Full reported line items
Total assets (EOY)
$20,989,311
Total liabilities (EOY)
$0
Net assets (EOY)
$20,989,311
Employer contributions
$218,093
Participant contributions
$779,161
Total income / additions
$4,203,121
Benefits paid
$1,564,496
Administrative expenses
$3,869
Total expenses
$1,568,365
Net increase / (decrease)
$2,634,756
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $3.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010122735NAL0035680336001 cover?
It is the 2023 Form 5500 filing for Dtric 401(K) Profit Sharing Plan, reported by Dtric Insurance Company, Limited (EIN 99-0185322).
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