2023 Form 5500 filing — Dca Retirement 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 20241011134917NAL0021975233001) for Dca Retirement Plan, reported by Distributors Corporation Of America under EIN 62-0727265 and plan number 002. It reports 433 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)$4.3MReported net assets$4,334,115
Participants433
Provider compensation$17K2 Schedule C row(s)$16,982
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011134917NAL0021975233001
- Plan sponsor
- Distributors Corporation Of America
- EIN
- 62-0727265
- Plan number
- 002
- Location
- Memphis, TN
- Received date
- not reported in the loaded dataset
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)$4.3M total assets
Net assets$4.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,334,115
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,334,115
- Employer contributions
- $47,492
- Participant contributions
- $371,142
- Total income / additions
- $961,579
- Benefits paid
- $673,268
- Administrative expenses
- $17,812
- Total expenses
- $720,657
- Net increase / (decrease)
- $240,922
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Collier Insurance | SERVICE PROVIDER | $14,852 | not reported in the loaded dataset |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $2,130 | $0 |