Distributor Service, Inc. 401(K) Plan — Form 5500 plan (Distributor Service, Inc.)

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, Distributor Service, Inc. 401(K) Plan is a benefit plan reported by Distributor Service, Inc. under EIN 25-1189905 and plan number 001. The latest loaded filing year is 2023. The filing reports 165 participants and $10,582,474 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Distributor Service, Inc.
EIN
25-1189905
Plan number
001
Plan type
2
Location
Carnegie, PA
Latest filing year
2023
Participants
165
End-of-year plan assets
$10,582,474

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023165H, C20241004160331NAL0006833667001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,582,474
Total liabilities (EOY)
$0
Net assets (EOY)
$10,582,474
Net assets (BOY)
$9,341,273

Income & contributions

Employer contributions
$310,487
Participant contributions
$772,361
Total contributions
$1,098,265
Total income / additions
$2,603,247

Expenses & distributions

Benefits paid
$1,297,632
Administrative expenses
$64,414
Total expenses
$1,362,046
Net increase / (decrease)
$1,241,201

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$32,931not reported in the loaded dataset2023
First National Trust CompanyNONE$31,483not reported in the loaded dataset2023

Related Form 5500 pages