Dcs Pep 401(K) Profit Sharing Plan — Form 5500 plan (Dorsa Consulting Services, 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, Dcs Pep 401(K) Profit Sharing Plan is a benefit plan reported by Dorsa Consulting Services, Inc. under EIN 26-4614358 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,472 participants and $19,305,980 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dorsa Consulting Services, Inc.
- EIN
- 26-4614358
- Plan number
- 001
- Plan type
- 3
- Location
- Sandy Springs, GA
- Latest filing year
- 2023
- Participants
- 1,472
- End-of-year plan assets
- $19,305,980
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,472 | H, C | 20240924114310NAL0017422912001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,305,980
- Total liabilities (EOY)
- $1,593,043
- Net assets (EOY)
- $17,712,937
- Net assets (BOY)
- $28,241,600
Income & contributions
- Employer contributions
- $400,605
- Participant contributions
- $1,317,099
- Total contributions
- $1,717,704
- Total income / additions
- $4,834,948
Expenses & distributions
- Benefits paid
- $13,489,325
- Administrative expenses
- $223,298
- Total expenses
- $13,719,860
- Net increase / (decrease)
- -$8,884,912
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Am | RKP | $67,797 | not reported in the loaded dataset | 2023 |
| Cambridge Investment | COMMISSIONS | $0 | $38,806 | 2023 |
| Dcsretire | TPA, INVEST ADVISORY | $28,309 | $10,000 | 2023 |
| Empower Advisory Group, Llp | INVESTMENT MANAGEMENT | $29,222 | not reported in the loaded dataset | 2023 |
| Sas Assurance | AUDITOR | $23,336 | not reported in the loaded dataset | 2023 |
| Commonwealth Finanaical Network | FINANCIAL ADVISOR | $19,278 | not reported in the loaded dataset | 2023 |
| Ubs Financial | INVESTMENT ADVISORY, FEE | $15,328 | not reported in the loaded dataset | 2023 |
| Park Ave Securities | OTHER COMMISSIONS | $0 | $10,928 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dorsa Consulting Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Sandy Springs, GA
- Empower Annuity Insurance Co Of Am — Schedule C compensation
- Cambridge Investment — Schedule C compensation
- Dcsretire — Schedule C compensation
- Empower Advisory Group, Llp — Schedule C compensation
- Sas Assurance — Schedule C compensation
- Commonwealth Finanaical Network — Schedule C compensation
- Ubs Financial — Schedule C compensation
- Park Ave Securities — Schedule C compensation