2023 Form 5500 filing — Duncan Aviation, Inc. 401(K) Retirement 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 20241009121813NAL0010596707001) for Duncan Aviation, Inc. 401(K) Retirement Plan, reported by Duncan Aviation, Inc. under EIN 47-0461109 and plan number 002. It reports 3,458 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009121813NAL0010596707001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Duncan Aviation, Inc.
- EIN
- 47-0461109
- Plan number
- 002
- Location
- Lincoln, NE
- Participants
- 3,458
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $388,762,579
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $388,762,579
- Employer contributions
- $7,103,526
- Participant contributions
- $21,617,973
- Total income / additions
- $95,810,816
- Benefits paid
- $26,892,184
- Administrative expenses
- $496,177
- Total expenses
- $27,388,361
- Net increase / (decrease)
- $68,422,455
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY CLIENT | $390,577 | $0 |
| Da Davidson | RETAINED BY CLIENT | $90,000 | not reported in the loaded dataset |
| Forvis Llp | RETAINED BY CLIENT | $15,600 | not reported in the loaded dataset |