Direct Source, Inc. Retirement Plan — Form 5500 plan (Direct Source, 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, Direct Source, Inc. Retirement Plan is a benefit plan reported by Direct Source, Inc. under EIN 41-1739741 and plan number 001. The latest loaded filing year is 2023. The filing reports 90 participants and $13,184,927 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Direct Source, Inc.
EIN
41-1739741
Plan number
001
Plan type
2
Location
Chanhassen, MN
Latest filing year
2023
Participants
90
End-of-year plan assets
$13,184,927

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202390I20240524142643NAL0011412384001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$13,184,927
Total liabilities (EOY)
$0
Net assets (EOY)
$13,184,927
Net assets (BOY)
$10,631,351

Income & contributions

Employer contributions
$144,277
Participant contributions
$483,834
Total income / additions
$3,154,835

Expenses & distributions

Benefits paid
$545,082
Administrative expenses
$56,177
Total expenses
$601,259
Net increase / (decrease)
$2,553,576

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages