2023 Form 5500 filing — Dunaway Associates, L.P. 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 20241014090838NAL0052880770001) for Dunaway Associates, L.P. 401(K) Plan, reported by Dunaway Associates, L.P. under EIN 90-0279196 and plan number 001. It reports 267 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)$33.3MReported net assets$33,259,889
Participants267
Provider compensation$64.7K1 Schedule C row(s)$64,666
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014090838NAL0052880770001
Plan sponsor
Dunaway Associates, L.P.
EIN
90-0279196
Plan number
001
Location
Fort Worth, TX
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)$33.4M total assets
Net assets$33.3MLiabilities$148.8K
Money in vs. money out
Total income / additions$8.9M
Total expenses$1M
Benefits paid / distributions$958.6K
Contributions
Employer$1.3M
Participant$2.1M
Full reported line items
Total assets (EOY)
$33,408,684
Total liabilities (EOY)
$148,795
Net assets (EOY)
$33,259,889
Employer contributions
$1,313,074
Participant contributions
$2,096,902
Total income / additions
$8,876,317
Benefits paid
$958,616
Administrative expenses
$63,568
Total expenses
$1,022,184
Net increase / (decrease)
$7,854,133
Schedule C

Reported service provider compensation

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

  1. 1
    Bokf, Na$64.7K
    TRUSTEE · Direct $64.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014090838NAL0052880770001 cover?
It is the 2023 Form 5500 filing for Dunaway Associates, L.P. 401(K) Plan, reported by Dunaway Associates, L.P. (EIN 90-0279196).
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