2023 Form 5500 filing — Duncan Family Farms, LLC 401(K) Plan And 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 20241015175025NAL0029301937001) for Duncan Family Farms, LLC 401(K) Plan And Trust, reported by Duncan Family Farms, LLC under EIN 26-0509802 and plan number 001. It reports 416 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015175025NAL0029301937001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Duncan Family Farms, LLC
- EIN
- 26-0509802
- Plan number
- 001
- Location
- Goodear, AZ
- Participants
- 416
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,030,520
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,030,520
- Employer contributions
- $305,615
- Participant contributions
- $716,865
- Total income / additions
- $2,162,909
- Benefits paid
- $1,080,207
- Administrative expenses
- $30,643
- Total expenses
- $1,136,903
- Net increase / (decrease)
- $1,026,006
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rockefeller Financial LLC | INVESTMENT/FINANCIAL ADVI | $24,442 | $0 |
| Adp, Inc. | RECORD KEEPER | $6,201 | $0 |