The Dallas Glass 401(K) Retirement Plan — Form 5500 plan (Dg3, Inc. Dba Dallas Glass)

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, The Dallas Glass 401(K) Retirement Plan is a benefit plan reported by Dg3, Inc. Dba Dallas Glass under EIN 93-1049977 and plan number 001. The latest loaded filing year is 2023. The filing reports 123 participants and $7,516,306 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dg3, Inc. Dba Dallas Glass
EIN
93-1049977
Plan number
001
Plan type
2
Location
Salem, OR
Latest filing year
2023
Participants
123
End-of-year plan assets
$7,516,306

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023123H, C20241009175728NAL0010900163001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,516,306
Total liabilities (EOY)
$0
Net assets (EOY)
$7,516,306
Net assets (BOY)
$5,972,772

Income & contributions

Employer contributions
$496,848
Participant contributions
$421,847
Total contributions
$918,695
Total income / additions
$2,043,860

Expenses & distributions

Benefits paid
$468,815
Administrative expenses
$28,106
Total expenses
$500,326
Net increase / (decrease)
$1,543,534

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$13,396$02023
Gescher Herber Group LLCINVESTMENT ADVISOR$13,034not reported in the loaded dataset2023
Professional Benefit Services IncCONTRACT ADMIN$3,225$3,2592023

Related Form 5500 pages