Document Storage Systems, Inc. 401(K) Plan — Form 5500 plan (Document Storage Systems, 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, Document Storage Systems, Inc. 401(K) Plan is a benefit plan reported by Document Storage Systems, Inc. under EIN 43-1575286 and plan number 001. The latest loaded filing year is 2023. The filing reports 768 participants and $74,163,422 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Document Storage Systems, Inc.
- EIN
- 43-1575286
- Plan number
- 001
- Plan type
- 2
- Location
- Juno Beach, FL
- Latest filing year
- 2023
- Participants
- 768
- End-of-year plan assets
- $74,163,422
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 768 | H, C | 20241008120935NAL0016588289001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,163,422
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,163,422
- Net assets (BOY)
- $60,119,008
Income & contributions
- Employer contributions
- $2,418,942
- Participant contributions
- $5,960,131
- Total contributions
- $8,849,838
- Total income / additions
- $19,276,912
Expenses & distributions
- Benefits paid
- $5,100,426
- Administrative expenses
- $72,460
- Total expenses
- $5,232,498
- Net increase / (decrease)
- $14,044,414
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Broad Street Capital Partners LLC | INVESTMENT ADVISOR | $76,300 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $46,031 | not reported in the loaded dataset | 2023 |
| Ej Reynolds, Inc. | CONTRACT ADMIN | $7,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER, OTHER | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Document Storage Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Juno Beach, FL
- Broad Street Capital Partners LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Ej Reynolds, Inc. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation