2023 Form 5500 filing — Distributing Services 401(K) 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 20250416072605NAL0009127522001) for Distributing Services 401(K) Plan, reported by Paladin Capital, Inc. under EIN 62-1377407 and plan number 001. It reports 1,942 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)$24.7MReported net assets$24,662,818
Participants1.9K1,942
Provider compensation$169.3K3 Schedule C row(s)$169,286
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250416072605NAL0009127522001
Plan sponsor
Paladin Capital, Inc.
EIN
62-1377407
Plan number
001
Location
Nashville, TN
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)$24.7M total assets
Net assets$24.7MLiabilities$0
Money in vs. money out
Total income / additions$6.4M
Total expenses$8.3M
Benefits paid / distributions$8.1M
Contributions
Employer$595.6K
Participant$2.4M
Full reported line items
Total assets (EOY)
$24,662,818
Total liabilities (EOY)
$0
Net assets (EOY)
$24,662,818
Employer contributions
$595,593
Participant contributions
$2,352,518
Total income / additions
$6,421,399
Benefits paid
$8,124,600
Administrative expenses
$179,276
Total expenses
$8,339,422
Net increase / (decrease)
-$1,918,023
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $128.3K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $30K · Indirect $9
  3. 3
    CONTRACT ADMINISTRATOR · Direct $0 · Indirect $11K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250416072605NAL0009127522001 cover?
It is the 2023 Form 5500 filing for Distributing Services 401(K) Plan, reported by Paladin Capital, Inc. (EIN 62-1377407).
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