Disti Corporation 401 K Profit Sharing Plan & Trust — Form 5500 plan (Disti 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, Disti Corporation 401 K Profit Sharing Plan & Trust is a benefit plan reported by Disti Corporation under EIN 59-3283172 and plan number 001. The latest loaded filing year is 2023. The filing reports 129 participants and $8,600,159 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Disti Corporation
- EIN
- 59-3283172
- Plan number
- 001
- Plan type
- 2
- Location
- Orlando, FL
- Latest filing year
- 2023
- Participants
- 129
- End-of-year plan assets
- $8,600,159
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 129 | H, C | 20241008143034NAL0028936000001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,600,159
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,600,159
- Net assets (BOY)
- $7,222,130
Income & contributions
- Employer contributions
- $240,373
- Participant contributions
- $567,590
- Total contributions
- $807,963
- Total income / additions
- $2,123,052
Expenses & distributions
- Benefits paid
- $696,651
- Administrative expenses
- $48,372
- Total expenses
- $745,023
- Net increase / (decrease)
- $1,378,029
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Delta Capital Management LLC | INVESTMENT ADVISOR | $27,118 | $0 | 2023 |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $21,819 | $0 | 2023 |
| Southeast Employee Benefit Services | TPA | $1,375 | $7,748 | 2023 |
| Advised Assets Group | INVESTMENT MGMT | $1,947 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Disti Corporation
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Orlando, FL
- Delta Capital Management LLC — Schedule C compensation
- Great-West Life & Annuity Insurance — Schedule C compensation
- Southeast Employee Benefit Services — Schedule C compensation
- Advised Assets Group — Schedule C compensation