2023 Form 5500 filing — Dungarvin 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240820114035NAL0005778962001) for Dungarvin 401(K) Retirement Plan, reported by Dungarvin Group, Inc. under EIN 41-2022672 and plan number 001. It reports 5,020 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240820114035NAL0005778962001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dungarvin Group, Inc.
- EIN
- 41-2022672
- Plan number
- 001
- Location
- Mendota Heights, MN
- Participants
- 5,020
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,626,789
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,626,789
- Employer contributions
- $1,193,106
- Participant contributions
- $4,562,229
- Total income / additions
- $13,828,761
- Benefits paid
- $5,547,277
- Administrative expenses
- $195,073
- Total expenses
- $5,820,965
- Net increase / (decrease)
- $8,007,796
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $132,754 | $0 |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $62,319 | not reported in the loaded dataset |