2023 Form 5500 filing — Dunlop Manufacturing Inc 401k 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 20241008201049NAL0018247857001) for Dunlop Manufacturing Inc 401k Profit Sharing Plan, reported by Dunlop Manufacturing Inc under EIN 94-2440675 and plan number 001. It reports 274 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)$23.2MReported net assets$23,234,264
Participants274
Provider compensation$121.9K6 Schedule C row(s)$121,864
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241008201049NAL0018247857001
- Plan sponsor
- Dunlop Manufacturing Inc
- EIN
- 94-2440675
- Plan number
- 001
- Location
- Benicia, CA
- Received date
- not reported in the loaded dataset
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)$23.2M total assets
Net assets$23.2MLiabilities$5.5K
Full reported line items
- Total assets (EOY)
- $23,239,805
- Total liabilities (EOY)
- $5,541
- Net assets (EOY)
- $23,234,264
- Employer contributions
- $1,500,000
- Participant contributions
- $330,190
- Total income / additions
- $4,438,375
- Benefits paid
- $1,237,463
- Administrative expenses
- $113,982
- Total expenses
- $1,351,445
- Net increase / (decrease)
- $3,086,930
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Global Advisors Inc | NONE | $31,422 | $0 |
| Associated Pension Consultants | NONE | $27,806 | $1,274 |
| Empower | NONE | $19,485 | $0 |
| First Republic Investment | NONE | $19,017 | not reported in the loaded dataset |
| Mann Urrutia Nelson Cpas & Assoc | NONE | $13,950 | $0 |
| Creative Planning LLC | NONE | $8,910 | not reported in the loaded dataset |