2023 Form 5500 filing — Dks Associates 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 20241014125139NAL0013305091001) for Dks Associates 401(K) Profit Sharing Plan, reported by Dks Associates under EIN 94-2583153 and plan number 003. It reports 231 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014125139NAL0013305091001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dks Associates
- EIN
- 94-2583153
- Plan number
- 003
- Location
- Portland, OR
- Participants
- 231
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,961,357
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,961,357
- Employer contributions
- $182,811
- Participant contributions
- $1,508,886
- Total income / additions
- $6,404,956
- Benefits paid
- $1,847,658
- Administrative expenses
- $45,437
- Total expenses
- $1,893,095
- Net increase / (decrease)
- $4,511,861
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameriprise Financial Services Inc | ADVISOR | $49,216 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$3,779 | $0 |