2023 Form 5500 filing — Data Search Ny Inc. 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 20250507094135NAL0010450321001) for Data Search Ny Inc. 401(K) Plan, reported by Data Search Ny Inc. Dba Trakamerica under EIN 11-3566258 and plan number 001. It reports 273 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250507094135NAL0010450321001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Data Search Ny Inc. Dba Trakamerica
- EIN
- 11-3566258
- Plan number
- 001
- Location
- Bonita Springs, FL
- Participants
- 273
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,723,812
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,723,812
- Employer contributions
- $448,587
- Participant contributions
- $759,796
- Total income / additions
- $2,175,123
- Benefits paid
- $167,230
- Administrative expenses
- $29,861
- Total expenses
- $197,091
- Net increase / (decrease)
- $1,978,032
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch | INVESTMENT ADVISOR | $15,623 | not reported in the loaded dataset |
| Empower Annuity Insurance Co | RECORDKEEPER | $11,612 | $0 |
| Bsp Consulting | CONTRACT ADMIN | $2,125 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,476 | not reported in the loaded dataset |