2023 Form 5500 filing — A. Duda & Sons, Inc. Retirement And Savings 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 20241015125930NAL0014674419001) for A. Duda & Sons, Inc. Retirement And Savings Plan, reported by A. Duda & Sons, Inc. under EIN 59-0700499 and plan number 003. It reports 1,421 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015125930NAL0014674419001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- A. Duda & Sons, Inc.
- EIN
- 59-0700499
- Plan number
- 003
- Location
- Oviedo, FL
- Participants
- 1,421
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $125,067,351
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $125,067,351
- Employer contributions
- $4,471,024
- Participant contributions
- $4,936,088
- Total income / additions
- $28,732,781
- Benefits paid
- $18,064,579
- Administrative expenses
- $76,382
- Total expenses
- $18,170,189
- Net increase / (decrease)
- $10,562,592
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz | NONE | $35,000 | not reported in the loaded dataset |
| The Lampo Group, Inc. | NONE | $26,496 | not reported in the loaded dataset |
| T Rowe Price Rps Inc | NONE | $14,786 | $0 |