2023 Form 5500 filing — Trego-Dugan 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 20240927050737NAL0003272354001) for Trego-Dugan 401(K) Plan, reported by Trego/Dugan Aviation, Inc. under EIN 47-0497791 and plan number 001. It reports 1,416 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.1MReported net assets$1,071,355
Participants1.4K1,416
Provider compensation$61.1K1 Schedule C row(s)$61,088
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240927050737NAL0003272354001
Plan sponsor
Trego/Dugan Aviation, Inc.
EIN
47-0497791
Plan number
001
Location
North Platte, NE
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.1M total assets
Net assets$1.1MLiabilities$1K
Money in vs. money out
Total income / additions$695.1K
Total expenses$297.3K
Benefits paid / distributions$236.2K
Contributions
Employer$98.8K
Participant$397.3K
Full reported line items
Total assets (EOY)
$1,072,392
Total liabilities (EOY)
$1,037
Net assets (EOY)
$1,071,355
Employer contributions
$98,843
Participant contributions
$397,276
Total income / additions
$695,126
Benefits paid
$236,170
Administrative expenses
$61,088
Total expenses
$297,258
Net increase / (decrease)
$397,868
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Adp, Inc.$61.1K
    RECORD KEEPER · Direct $61.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927050737NAL0003272354001 cover?
It is the 2023 Form 5500 filing for Trego-Dugan 401(K) Plan, reported by Trego/Dugan Aviation, Inc. (EIN 47-0497791).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages