2023 Form 5500 filing — Duffy'S Management, Inc. 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 20240917104216NAL0003846432001) for Duffy'S Management, Inc. 401(K) Plan, reported by Duffys Management, Inc. under EIN 26-0508034 and plan number 001. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917104216NAL0003846432001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Duffys Management, Inc.
- EIN
- 26-0508034
- Plan number
- 001
- Location
- Lake Worth, FL
- Participants
- 238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,538,394
- Net assets (EOY)
- $2,538,394
- Employer contributions
- $43,913
- Participant contributions
- $188,217
- Total income / additions
- $631,426
- Benefits paid
- $374,139
- Administrative expenses
- $33,921
- Total expenses
- $408,060
- Net increase / (decrease)
- $223,366
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $15,262 | not reported in the loaded dataset |
| Mma Securities LLC | INVESTMENT ADVISOR | $10,968 | not reported in the loaded dataset |
| Definiti LLC | CONTRACT ADMIN | $3,950 | $2,194 |
| Empower Advisory Group, LLC | INVESTMENT MANGEMENT | $5,382 | not reported in the loaded dataset |