Plan5500

Dunn Investment Company — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Dunn Investment Company (EIN 63-0739798) is a plan sponsor located in Birmingham, AL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
63-0739798
Location
Birmingham, AL
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Dunn Investment Company

  • 2 loaded plans hold $85.3M in reported assets.
  • The largest, Dunn Investment Company 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 3,207 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$85.3MSummed across loaded plans$85,336,958
Total reported assets$85.3M$85,336,958
Total reported participants3.2K3,207
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$85.3M total assets
Net assets$85.3MLiabilities$0
Contributions & income
Employer contributions$2.7M
Participant contributions$6.1M
Total income / additions$19.5M
Expenses & distributions
Benefits paid / distributions$4.6M
Total expenses$4.6M
Net increase / (decrease)$14.9M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Dunn Investment Company 401(K) Plan
Participants per plan1,604Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Dunn Investment Company 401(K) Plan$85.3M
    Plan #001 · 2,010 participants · 2023
  2. 2
    Dunn Investment Company & Subsidiaries Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 1,197 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Dunn Investment Company. Open one for its full reported snapshot.

  1. 2023
    Dunn Investment Company 401(K) Plan2,010 participants · 3Sch HSch C
    View filing →
  2. 2023
    Dunn Investment Company & Subsidiaries Welfare Benefit Plan1,197 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Dunn Investment Company report on Form 5500?
Dunn Investment Company (EIN 63-0739798) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Dunn Investment Company?
The Employer Identification Number (EIN) reported for Dunn Investment Company is 63-0739798.
What is the latest Form 5500 filing year for Dunn Investment Company?
The latest loaded Form 5500 filing year for Dunn Investment Company is 2023.

Related Form 5500 pages