2023 Form 5500 filing — Dugan Sales & Service Retirement Plan & Trust
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 20241015135532NAL0048238912001) for Dugan Sales & Service Retirement Plan & Trust, reported by Dugan Sales & Service under EIN 46-0276953 and plan number 001. It reports 42 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241015135532NAL0048238912001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dugan Sales & Service
- EIN
- 46-0276953
- Plan number
- 001
- Location
- Watertown, SD
- Participants
- 42
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $161,123
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $161,123
- Employer contributions
- $30,254
- Participant contributions
- $66,213
- Total income / additions
- $119,408
- Benefits paid
- $8,072
- Administrative expenses
- $0
- Total expenses
- $10,795
- Net increase / (decrease)
- $108,613
- Schedule source
- Schedule I