2023 Form 5500 filing — Decision Analyst, Inc. 401(K) Plan
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 20240916114418NAL0001418113001) for Decision Analyst, Inc. 401(K) Plan, reported by Decision Analyst, Inc. under EIN 75-1605584 and plan number 002. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916114418NAL0001418113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Decision Analyst, Inc.
- EIN
- 75-1605584
- Plan number
- 002
- Location
- Arlington, TX
- Participants
- 142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,945,717
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,945,717
- Employer contributions
- $86,899
- Participant contributions
- $816,275
- Total income / additions
- $3,220,646
- Benefits paid
- $1,967,754
- Administrative expenses
- -$7,192
- Total expenses
- $1,960,562
- Net increase / (decrease)
- $1,260,084
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisor Networks LLC | INVESTMENT ADVISOR | $13,574 | not reported in the loaded dataset |
| Cetera Investments Advisers LLC | INVESTMENT ADVISOR | $12,881 | not reported in the loaded dataset |
| Coble Cravens Financial Services | INVESTMENT ADVISOR | $12,152 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$45,800 | $0 |