2023 Form 5500 filing — Decore-Ative Specialties, Inc. 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 20241014090810NAL0013038451001) for Decore-Ative Specialties, Inc. 401(K) Profit Sharing Plan, reported by Decore-Ative Specialties, Inc. under EIN 95-2574629 and plan number 002. It reports 971 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014090810NAL0013038451001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Decore-Ative Specialties, Inc.
- EIN
- 95-2574629
- Plan number
- 002
- Location
- Monrovia, CA
- Participants
- 971
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,397,926
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,397,926
- Employer contributions
- $489,705
- Participant contributions
- $2,848,245
- Total income / additions
- $11,260,976
- Benefits paid
- $3,440,581
- Administrative expenses
- $153,707
- Total expenses
- $3,629,395
- Net increase / (decrease)
- $7,631,581
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $70,426 | $0 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $69,661 | not reported in the loaded dataset |
| Lucas, Horsfall, Murphy & Pindroh | ACCOUNTING | $0 | $15,200 |
| Sageview Advisory Group, LLC | INVESTMENT MGMT | $13,620 | not reported in the loaded dataset |