Plan5500

Distributing Services 401(K) Plan — Form 5500 plan (Paladin Capital, 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, Distributing Services 401(K) Plan is a benefit plan reported by Paladin Capital, Inc. under EIN 62-1377407 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,942 participants and $24,662,818 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Paladin Capital, Inc.
EIN
62-1377407
Plan number
001
Plan type
2
Location
Nashville, TN
Latest filing year
2023
Participants
1,942
End-of-year plan assets
$24,662,818

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,942H, C20250416072605NAL0009127522001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,662,818
Total liabilities (EOY)
$0
Net assets (EOY)
$24,662,818
Net assets (BOY)
$26,580,841

Income & contributions

Employer contributions
$595,593
Participant contributions
$2,352,518
Total contributions
$3,011,136
Total income / additions
$6,421,399

Expenses & distributions

Benefits paid
$8,124,600
Administrative expenses
$179,276
Total expenses
$8,339,422
Net increase / (decrease)
-$1,918,023

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$128,285$02023
Raymond James & Associates IncINVESTMENT ADVISORY$29,991$92023
Access Retirement Services LLCCONTRACT ADMINISTRATOR$0$11,0012023

Related Form 5500 pages