Dca Profit Sharing 401(K) Plan — Form 5500 plan (The Falcon Corporation)
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, Dca Profit Sharing 401(K) Plan is a benefit plan reported by The Falcon Corporation under EIN 59-1705465 and plan number 002. The latest loaded filing year is 2023. The filing reports 216 participants and $8,823,181 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Falcon Corporation
- EIN
- 59-1705465
- Plan number
- 002
- Plan type
- 2
- Location
- Ocala, FL
- Latest filing year
- 2023
- Participants
- 216
- End-of-year plan assets
- $8,823,181
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 216 | H, C | 20250424130328NAL0011145024001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,823,181
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,823,181
- Net assets (BOY)
- $7,240,747
Income & contributions
- Employer contributions
- $99,528
- Participant contributions
- $749,023
- Total contributions
- $1,350,268
- Total income / additions
- $2,487,572
Expenses & distributions
- Benefits paid
- $857,071
- Administrative expenses
- $48,067
- Total expenses
- $905,138
- Net increase / (decrease)
- $1,582,434
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner Smith | INVESTMENT ADVISOR | $31,720 | not reported in the loaded dataset | 2023 |