2023 Form 5500 filing — Dunn 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 20241010095407NAL0033750176001) for Dunn 401(K) Retirement Plan, reported by J.E. Dunn Construction Company under EIN 44-0229405 and plan number 001. It reports 3,788 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)$403.9MReported net assets$403,949,624

Participants3.8K3,788

Provider compensation$118.4K2 Schedule C row(s)$118,354

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241010095407NAL0033750176001
Plan sponsor: J.E. Dunn Construction Company
EIN: 44-0229405
Plan number: 001
Location: Kansas City, MO
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)$403.9M total assets

Net assets$403.9MLiabilities$0

Money in vs. money out

Total income / additions$98M

Total expenses$25.7M

Benefits paid / distributions$25.6M

Contributions

Employer$0

Participant$35.8M

Full reported line items

Total assets (EOY): $403,949,624
Total liabilities (EOY): $0
Net assets (EOY): $403,949,624
Employer contributions: $0
Participant contributions: $35,829,118
Total income / additions: $98,027,464
Benefits paid: $25,563,756
Administrative expenses: $118,354
Total expenses: $25,695,226
Net increase / (decrease): $72,332,238

Schedule C

Reported service provider compensation

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

1
Strategic Advisors, Inc.$78.1K
ADVISOR · Direct $78.1K
2
Fidelity Investments Institutional$40.2K
RECORDKEEPER · Direct $40.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010095407NAL0033750176001 cover?: It is the 2023 Form 5500 filing for Dunn 401(K) Retirement Plan, reported by J.E. Dunn Construction Company (EIN 44-0229405).
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).