Dese Research, Inc. Profit Sharing Plan — Form 5500 plan (Dese Research, 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, Dese Research, Inc. Profit Sharing Plan is a benefit plan reported by Dese Research, Inc. under EIN 63-0834024 and plan number 001. The latest loaded filing year is 2023. The filing reports 267 participants and $69,630,048 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dese Research, Inc.
- EIN
- 63-0834024
- Plan number
- 001
- Plan type
- 2
- Location
- Huntsville, AL
- Latest filing year
- 2023
- Participants
- 267
- End-of-year plan assets
- $69,630,048
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 267 | H, C | 20240918123827NAL0009542562001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $69,630,048
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,630,048
- Net assets (BOY)
- $57,556,216
Income & contributions
- Employer contributions
- $2,889,552
- Participant contributions
- $1,316,490
- Total contributions
- $4,337,460
- Total income / additions
- $15,619,977
Expenses & distributions
- Benefits paid
- $3,456,793
- Administrative expenses
- $79,591
- Total expenses
- $3,546,145
- Net increase / (decrease)
- $12,073,832
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Regions Bank Dba Regions Trust | INVESTMENT/FINANCIAL ADVI | $50,000 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $29,591 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Charles Schwab & Co, Inc. | INVESTMENT MANAGER | $0 | $0 | 2023 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dese Research, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Huntsville, AL
- Regions Bank Dba Regions Trust — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation