2023 Form 5500 filing — The Dallas Glass 401(K) Retirement 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 20241009175728NAL0010900163001) for The Dallas Glass 401(K) Retirement Plan, reported by Dg3, Inc. Dba Dallas Glass under EIN 93-1049977 and plan number 001. It reports 123 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009175728NAL0010900163001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dg3, Inc. Dba Dallas Glass
- EIN
- 93-1049977
- Plan number
- 001
- Location
- Salem, OR
- Participants
- 123
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,516,306
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,516,306
- Employer contributions
- $496,848
- Participant contributions
- $421,847
- Total income / additions
- $2,043,860
- Benefits paid
- $468,815
- Administrative expenses
- $28,106
- Total expenses
- $500,326
- Net increase / (decrease)
- $1,543,534
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $13,396 | $0 |
| Gescher Herber Group LLC | INVESTMENT ADVISOR | $13,034 | not reported in the loaded dataset |
| Professional Benefit Services Inc | CONTRACT ADMIN | $3,225 | $3,259 |