2023 Form 5500 filing — Dd Traders, Inc. 401(K) Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240904165604NAL0019999985001) for Dd Traders, Inc. 401(K) Plan And Trust, reported by Dd Traders, Inc. under EIN 98-0122039 and plan number 001. It reports 345 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904165604NAL0019999985001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dd Traders, Inc.
- EIN
- 98-0122039
- Plan number
- 001
- Location
- Leawood, KS
- Participants
- 345
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,392,099
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,392,099
- Employer contributions
- $461,470
- Participant contributions
- $1,017,279
- Total income / additions
- $4,409,135
- Benefits paid
- $1,832,774
- Administrative expenses
- $61,570
- Total expenses
- $1,894,344
- Net increase / (decrease)
- $2,514,791
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | RECORDKEEPER | $21,485 | $0 |
| Columbia Funds | NONE | $0 | $0 |
| Jp Morgan Funds | NONE | $0 | $0 |
| Goldman Sachs Funds | NONE | $0 | $0 |
| Victory Funds | NONE | $0 | $0 |
| Pimco Funds | NONE | $0 | $0 |
| Mfs Funds | NONE | $0 | $0 |
| American Beacon Funds | NONE | $0 | $0 |
| Dimensional Funds | NONE | $0 | $0 |
| Prudential Jennison | NONE | $0 | $0 |