2023 Form 5500 filing — Duvel Moortgat Usa 401(K) 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 20240828104034NAL0021806864001) for Duvel Moortgat Usa 401(K) Plan, reported by Duvel Moortgat Usa, Ltd under EIN 27-0038233 and plan number 001. It reports 358 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828104034NAL0021806864001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Duvel Moortgat Usa, Ltd
- EIN
- 27-0038233
- Plan number
- 001
- Location
- Kansas City, MO
- Participants
- 358
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,541,243
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,541,243
- Employer contributions
- $444,275
- Participant contributions
- $1,312,617
- Total income / additions
- $5,783,147
- Benefits paid
- $1,884,475
- Administrative expenses
- $56,872
- Total expenses
- $1,941,347
- Net increase / (decrease)
- $3,841,800
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Isc Advisors Inc | INVESTMENT ADVISOR | $51,422 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $5,450 | $0 |