2023 Form 5500 filing — Dca 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 20241011134917NAL0021975233001) for Dca Retirement Plan, reported by Distributors Corporation Of America under EIN 62-0727265 and plan number 002. It reports 433 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011134917NAL0021975233001
Filing year
2023
Form type
2
Plan sponsor
Distributors Corporation Of America
EIN
62-0727265
Plan number
002
Location
Memphis, TN
Participants
433
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,334,115
Total liabilities (EOY)
$0
Net assets (EOY)
$4,334,115
Employer contributions
$47,492
Participant contributions
$371,142
Total income / additions
$961,579
Benefits paid
$673,268
Administrative expenses
$17,812
Total expenses
$720,657
Net increase / (decrease)
$240,922
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Collier InsuranceSERVICE PROVIDER$14,852not reported in the loaded dataset
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$2,130$0

Related Form 5500 pages