2023 Form 5500 filing — Disys 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 20241015104929NAL0014429763001) for Disys 401(K) Plan, reported by Digital Intelligence Systems, LLC under EIN 45-5636447 and plan number 001. It reports 9,086 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015104929NAL0014429763001
Filing year
2023
Form type
2
Plan sponsor
Digital Intelligence Systems, LLC
EIN
45-5636447
Plan number
001
Location
Mclean, VA
Participants
9,086
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$119,304,807
Total liabilities (EOY)
$350,590
Net assets (EOY)
$118,954,217
Employer contributions
$2,990,358
Participant contributions
$16,307,557
Total income / additions
$39,020,617
Benefits paid
$15,756,722
Administrative expenses
$322,895
Total expenses
$16,590,042
Net increase / (decrease)
$22,430,575
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$301,886$0
Wells Fargo Clearing Services LLCINVESTMENT ADVISORY$0$87,819
Wells Fargo AdvisorsINVESTMENT ADVISORY$21,009not reported in the loaded dataset

Related Form 5500 pages