Dca Retirement Plan — Form 5500 plan (Distributors Corporation Of America)
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, Dca Retirement Plan is a benefit plan reported by Distributors Corporation Of America under EIN 62-0727265 and plan number 002. The latest loaded filing year is 2023. The filing reports 433 participants and $4,334,115 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.3MPlan net assets, end of year$4,334,115
Participants433Covered participants reported
Assets / participant$10KComputed: assets ÷ participants$10,010 (computed)
Provider compensation$17K2 Schedule C provider row(s)$16,982
- Plan sponsor
- Distributors Corporation Of America
- EIN
- 62-0727265
- Plan number
- 002
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 433 | H, C | 20241011134917NAL0021975233001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4.3M total assets
Net assets$4.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $4,334,115
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,334,115
- Net assets (BOY)
- $4,093,193
Income & contributions
- Employer contributions
- $47,492
- Participant contributions
- $371,142
- Total contributions
- $418,634
- Total income / additions
- $961,579
Expenses & distributions
- Benefits paid
- $673,268
- Administrative expenses
- $17,812
- Total expenses
- $720,657
- Net increase / (decrease)
- $240,922
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
89%
Employer 11%Participant 89%
Total expenses ÷ net assets17%Computed ratio
Benefits paid ÷ total income70%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Collier Insurance | SERVICE PROVIDER | $14,852 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $2,130 | $0 | 2023 |