Direct Response Insurance Administrative Services, Inc. Profit Sharing 401k Plan & Trust — Form 5500 plan (Driasi)

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, Direct Response Insurance Administrative Services, Inc. Profit Sharing 401k Plan & Trust is a benefit plan reported by Driasi under EIN 41-1430210 and plan number 001. The latest loaded filing year is 2023. The filing reports 122 participants and $18,646,092 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Driasi
EIN
41-1430210
Plan number
001
Plan type
2
Location
Chanhassen, MN
Latest filing year
2023
Participants
122
End-of-year plan assets
$18,646,092

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023122H, C20240521143126NAL0001204595001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,646,092
Total liabilities (EOY)
$0
Net assets (EOY)
$18,646,092
Net assets (BOY)
$19,241,311

Income & contributions

Employer contributions
$149,754
Participant contributions
$518,834
Total contributions
$792,139
Total income / additions
$4,582,595

Expenses & distributions

Benefits paid
$5,127,195
Administrative expenses
$50,619
Total expenses
$5,177,814
Net increase / (decrease)
-$595,219

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Intellicents Invest Solutions IncADVISOR$40,805not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$9,814$02023

Related Form 5500 pages