2023 Form 5500 filing — David Sutherland LLC 401(K) 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 20241014211214NAL0028293217001) for David Sutherland LLC 401(K) Plan, reported by David Sutherland, LLC under EIN 75-1562936 and plan number 002. It reports 407 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014211214NAL0028293217001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- David Sutherland, LLC
- EIN
- 75-1562936
- Plan number
- 002
- Location
- Dallas, TX
- Participants
- 407
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,820,440
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,820,440
- Employer contributions
- $724,572
- Participant contributions
- $1,695,506
- Total income / additions
- $4,816,191
- Benefits paid
- $1,445,712
- Administrative expenses
- $95,208
- Total expenses
- $1,540,920
- Net increase / (decrease)
- $3,275,271
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $44,130 | $0 |
| Halbert Hargrove Global Advisors | ADVISOR | $42,328 | $0 |
| Pricekubecka, Pplc | ACCOUNTANT | $8,750 | $0 |