Plan5500

Decision Analyst, Inc. 401(K) Plan — Form 5500 plan (Decision Analyst, 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, Decision Analyst, Inc. 401(K) Plan is a benefit plan reported by Decision Analyst, Inc. under EIN 75-1605584 and plan number 002. The latest loaded filing year is 2023. The filing reports 142 participants and $14,945,717 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Decision Analyst, Inc.
EIN
75-1605584
Plan number
002
Plan type
2
Location
Arlington, TX
Latest filing year
2023
Participants
142
End-of-year plan assets
$14,945,717

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023142H, C20240916114418NAL0001418113001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,945,717
Total liabilities (EOY)
$0
Net assets (EOY)
$14,945,717
Net assets (BOY)
$13,685,633

Income & contributions

Employer contributions
$86,899
Participant contributions
$816,275
Total contributions
$1,039,791
Total income / additions
$3,220,646

Expenses & distributions

Benefits paid
$1,967,754
Administrative expenses
-$7,192
Total expenses
$1,960,562
Net increase / (decrease)
$1,260,084

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cetera Advisor Networks LLCINVESTMENT ADVISOR$13,574not reported in the loaded dataset2023
Cetera Investments Advisers LLCINVESTMENT ADVISOR$12,881not reported in the loaded dataset2023
Coble Cravens Financial ServicesINVESTMENT ADVISOR$12,152not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$45,800$02023

Related Form 5500 pages