2023 Form 5500 filing — Developmental Disabilities Resource Center, Inc. 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 20241015103826NAL0028087313001) for Developmental Disabilities Resource Center, Inc. 401(K) Retirement Plan, reported by Developmental Disabilities Resource Center under EIN 84-6035455 and plan number 003. It reports 455 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015103826NAL0028087313001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Developmental Disabilities Resource Center
- EIN
- 84-6035455
- Plan number
- 003
- Location
- Lakewood, CO
- Participants
- 455
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,346,710
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,346,710
- Employer contributions
- $353,233
- Participant contributions
- $825,256
- Total income / additions
- $4,805,529
- Benefits paid
- $3,075,815
- Administrative expenses
- $36,456
- Total expenses
- $3,112,271
- Net increase / (decrease)
- $1,693,258
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Digital Retirement Solutions, Inc. | NONE | $23,956 | $0 |
| Wells Fargo Advisors, LLC | NONE | $12,500 | not reported in the loaded dataset |
| Matrix Financial Solutions, Inc. | NONE | $0 | $0 |