2023 Form 5500 filing — Dcs Pep 401(K) Profit Sharing 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 20240924114310NAL0017422912001) for Dcs Pep 401(K) Profit Sharing Plan, reported by Dorsa Consulting Services, Inc. under EIN 26-4614358 and plan number 001. It reports 1,472 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924114310NAL0017422912001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Dorsa Consulting Services, Inc.
- EIN
- 26-4614358
- Plan number
- 001
- Location
- Sandy Springs, GA
- Participants
- 1,472
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,305,980
- Total liabilities (EOY)
- $1,593,043
- Net assets (EOY)
- $17,712,937
- Employer contributions
- $400,605
- Participant contributions
- $1,317,099
- Total income / additions
- $4,834,948
- Benefits paid
- $13,489,325
- Administrative expenses
- $223,298
- Total expenses
- $13,719,860
- Net increase / (decrease)
- -$8,884,912
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Am | RKP | $67,797 | not reported in the loaded dataset |
| Cambridge Investment | COMMISSIONS | $0 | $38,806 |
| Dcsretire | TPA, INVEST ADVISORY | $28,309 | $10,000 |
| Empower Advisory Group, Llp | INVESTMENT MANAGEMENT | $29,222 | not reported in the loaded dataset |
| Sas Assurance | AUDITOR | $23,336 | not reported in the loaded dataset |
| Commonwealth Finanaical Network | FINANCIAL ADVISOR | $19,278 | not reported in the loaded dataset |
| Ubs Financial | INVESTMENT ADVISORY, FEE | $15,328 | not reported in the loaded dataset |
| Park Ave Securities | OTHER COMMISSIONS | $0 | $10,928 |