2023 Form 5500 filing — Dutton, Daniels, Hines, Kalkhoff, Cook & Swanson Plc 401(K) Profit Sharing 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 20240822165852NAL0002681107001) for Dutton, Daniels, Hines, Kalkhoff, Cook & Swanson Plc 401(K) Profit Sharing Plan, reported by Dutton, Daniels, Hines, Kalkhoff, Cook & Swanson, Plc under EIN 42-0425795 and plan number 001. It reports 38 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240822165852NAL0002681107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dutton, Daniels, Hines, Kalkhoff, Cook & Swanson, Plc
- EIN
- 42-0425795
- Plan number
- 001
- Location
- Cedar Falls, IA
- Participants
- 38
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,631,231
- Net assets (EOY)
- $15,631,231
- Employer contributions
- $268,846
- Participant contributions
- $133,605
- Total income / additions
- $4,105,743
- Benefits paid
- $1,247,517
- Administrative expenses
- $47,453
- Total expenses
- $1,294,970
- Net increase / (decrease)
- $2,810,773
- Schedule source
- Schedule I