Distribution Technology Inc, 401(K) Retirement Plan — Form 5500 plan (Distribution Technology, Inc.)

Plain-English plan 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, Distribution Technology Inc, 401(K) Retirement Plan is a benefit plan reported by Distribution Technology, Inc. under EIN 56-0942638 and plan number 001. The latest loaded filing year is 2023. The filing reports 255 participants and $9,235,932 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Distribution Technology, Inc.
EIN
56-0942638
Plan number
001
Plan type
2
Location
Charlotte, NC
Latest filing year
2023
Participants
255
End-of-year plan assets
$9,235,932

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023255H, C20241010135921NAL0010075395001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,235,932
Total liabilities (EOY)
$0
Net assets (EOY)
$9,235,932
Net assets (BOY)
$8,019,149

Income & contributions

Employer contributions
$139,430
Participant contributions
$608,511
Total contributions
$748,617
Total income / additions
$2,044,241

Expenses & distributions

Benefits paid
$756,677
Administrative expenses
$70,781
Total expenses
$827,458
Net increase / (decrease)
$1,216,783

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$43,231$02023
One Digital Investment AdvisorsNONE$25,093not reported in the loaded dataset2023
Nextcapital Group, Inc.NONE$2,457not reported in the loaded dataset2023

Related Form 5500 pages