Dks Associates 401(K) Profit Sharing Plan — Form 5500 plan (Dks Associates)
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, Dks Associates 401(K) Profit Sharing Plan is a benefit plan reported by Dks Associates under EIN 94-2583153 and plan number 003. The latest loaded filing year is 2023. The filing reports 231 participants and $27,961,357 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dks Associates
- EIN
- 94-2583153
- Plan number
- 003
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 231
- End-of-year plan assets
- $27,961,357
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 231 | H, C | 20241014125139NAL0013305091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,961,357
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,961,357
- Net assets (BOY)
- $23,449,496
Income & contributions
- Employer contributions
- $182,811
- Participant contributions
- $1,508,886
- Total contributions
- $1,776,337
- Total income / additions
- $6,404,956
Expenses & distributions
- Benefits paid
- $1,847,658
- Administrative expenses
- $45,437
- Total expenses
- $1,893,095
- Net increase / (decrease)
- $4,511,861
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | ADVISOR | $49,216 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$3,779 | $0 | 2023 |