2023 Form 5500 filing — Diversified Service Options, Inc. Dba Guidewell Source 401(K) Savings 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 20241011100609NAL0010796883001) for Diversified Service Options, Inc. Dba Guidewell Source 401(K) Savings Plan, reported by Diversified Service Options, Inc. Dba Guidewell Source under EIN 59-3514333 and plan number 001. It reports 3,180 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)$200.6MReported net assets$200,560,240

Participants3.2K3,180

Provider compensation$255.8K3 Schedule C row(s)$255,756

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241011100609NAL0010796883001
Plan sponsor: Diversified Service Options, Inc. Dba Guidewell Source
EIN: 59-3514333
Plan number: 001
Location: Jacksonville, FL
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)$200.6M total assets

Net assets$200.6MLiabilities$0

Money in vs. money out

Total income / additions$46.8M

Total expenses$17.5M

Benefits paid / distributions$17.3M

Contributions

Employer$5.9M

Participant$9.4M

Full reported line items

Total assets (EOY): $200,560,240
Total liabilities (EOY): $0
Net assets (EOY): $200,560,240
Employer contributions: $5,944,665
Participant contributions: $9,427,328
Total income / additions: $46,794,409
Benefits paid: $17,271,900
Administrative expenses: $255,281
Total expenses: $17,539,787
Net increase / (decrease): $29,254,622

Schedule C

Reported service provider compensation

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

1
Fidelity Investments Institutional$156.5K
RECORDKEEPER · Direct $156.5K · Indirect $0
2
Financial Engines$99.3K
ADVISOR · Direct $99.3K
3
Wealth Management Systems Inc$0
NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011100609NAL0010796883001 cover?: It is the 2023 Form 5500 filing for Diversified Service Options, Inc. Dba Guidewell Source 401(K) Savings Plan, reported by Diversified Service Options, Inc. Dba Guidewell Source (EIN 59-3514333).
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).