2023 Form 5500 filing — Dks Associates Employee Stock Ownership Plan & Trust
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 20250207111916NAL0013696689001) for Dks Associates Employee Stock Ownership Plan & Trust, reported by Dks Associates under EIN 94-2583153 and plan number 002. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$18.7MReported net assets$18,673,467
Participants178
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20250207111916NAL0013696689001
- Plan sponsor
- Dks Associates
- EIN
- 94-2583153
- Plan number
- 002
- Location
- Portland, OR
- 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)$22.4M total assets
Net assets$18.7MLiabilities$3.7M
Full reported line items
- Total assets (EOY)
- $22,358,216
- Total liabilities (EOY)
- $3,684,749
- Net assets (EOY)
- $18,673,467
- Employer contributions
- $872,406
- Total income / additions
- $5,462,243
- Benefits paid
- $208,363
- Administrative expenses
- $0
- Total expenses
- $297,557
- Net increase / (decrease)
- $5,164,686