Data Search Ny Inc. 401(K) Plan — Form 5500 plan (Data Search Ny Inc. Dba Trakamerica)
Plain-English plan 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, Data Search Ny Inc. 401(K) Plan is a benefit plan reported by Data Search Ny Inc. Dba Trakamerica under EIN 11-3566258 and plan number 001. The latest loaded filing year is 2023. The filing reports 273 participants and $6,723,812 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Data Search Ny Inc. Dba Trakamerica
- EIN
- 11-3566258
- Plan number
- 001
- Plan type
- 2
- Location
- Bonita Springs, FL
- Latest filing year
- 2023
- Participants
- 273
- End-of-year plan assets
- $6,723,812
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 273 | H, C | 20250507094135NAL0010450321001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,723,812
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,723,812
- Net assets (BOY)
- $4,745,780
Income & contributions
- Employer contributions
- $448,587
- Participant contributions
- $759,796
- Total contributions
- $1,294,615
- Total income / additions
- $2,175,123
Expenses & distributions
- Benefits paid
- $167,230
- Administrative expenses
- $29,861
- Total expenses
- $197,091
- Net increase / (decrease)
- $1,978,032
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch | INVESTMENT ADVISOR | $15,623 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co | RECORDKEEPER | $11,612 | $0 | 2023 |
| Bsp Consulting | CONTRACT ADMIN | $2,125 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,476 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Data Search Ny Inc. Dba Trakamerica
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Bonita Springs, FL
- Merrill Lynch — Schedule C compensation
- Empower Annuity Insurance Co — Schedule C compensation
- Bsp Consulting — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation