2023 Form 5500 filing — Ducker Carlisle LLC 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 20241008110040NAL0017435537001) for Ducker Carlisle LLC 401(K) Plan, reported by Ducker Research N.A. LLC under EIN 20-5456014 and plan number 004. It reports 147 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$15.6MReported net assets$15,596,738
Participants147
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241008110040NAL0017435537001
Plan sponsor
Ducker Research N.A. LLC
EIN
20-5456014
Plan number
004
Location
Troy, MI
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$15.6M total assets
Net assets$15.6MLiabilities$0
Money in vs. money out
Total income / additions$4.6M
Total expenses$355.5K
Benefits paid / distributions$319.5K
Contributions
Employer$496.2K
Participant$1.5M
Full reported line items
Total assets (EOY)
$15,596,738
Total liabilities (EOY)
$0
Net assets (EOY)
$15,596,738
Employer contributions
$496,203
Participant contributions
$1,508,113
Total income / additions
$4,558,542
Benefits paid
$319,548
Administrative expenses
$35,307
Total expenses
$355,483
Net increase / (decrease)
$4,203,059

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008110040NAL0017435537001 cover?
It is the 2023 Form 5500 filing for Ducker Carlisle LLC 401(K) Plan, reported by Ducker Research N.A. LLC (EIN 20-5456014).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages