2023 Form 5500 filing — Disti Corporation 401 K Profit Sharing Plan & 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 20241008143034NAL0028936000001) for Disti Corporation 401 K Profit Sharing Plan & Trust, reported by Disti Corporation under EIN 59-3283172 and plan number 001. It reports 129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008143034NAL0028936000001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Disti Corporation
- EIN
- 59-3283172
- Plan number
- 001
- Location
- Orlando, FL
- Participants
- 129
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,600,159
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,600,159
- Employer contributions
- $240,373
- Participant contributions
- $567,590
- Total income / additions
- $2,123,052
- Benefits paid
- $696,651
- Administrative expenses
- $48,372
- Total expenses
- $745,023
- Net increase / (decrease)
- $1,378,029
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Delta Capital Management LLC | INVESTMENT ADVISOR | $27,118 | $0 |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $21,819 | $0 |
| Southeast Employee Benefit Services | TPA | $1,375 | $7,748 |
| Advised Assets Group | INVESTMENT MGMT | $1,947 | not reported in the loaded dataset |