2023 Form 5500 filing — The Dunlap & Kyle Co., Inc. Profit Sharing 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 20241230125114NAL0017253569001) for The Dunlap & Kyle Co., Inc. Profit Sharing Plan And Trust, reported by Dunlap & Kyle Co., Inc. under EIN 64-0349856 and plan number 001. It reports 1,948 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$117.7MReported net assets$117,663,219

Participants1.9K1,948

Provider compensation$133.3K4 Schedule C row(s)$133,325

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241230125114NAL0017253569001
Plan sponsor: Dunlap & Kyle Co., Inc.
EIN: 64-0349856
Plan number: 001
Location: Batesville, MS
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)$117.7M total assets

Net assets$117.7MLiabilities$0

Money in vs. money out

Total income / additions$26.2M

Total expenses$12.1M

Benefits paid / distributions$12M

Contributions

Employer$2.7M

Participant$6.6M

Full reported line items

Total assets (EOY): $117,663,219
Total liabilities (EOY): $0
Net assets (EOY): $117,663,219
Employer contributions: $2,658,646
Participant contributions: $6,639,730
Total income / additions: $26,152,662
Benefits paid: $11,986,892
Administrative expenses: $134,409
Total expenses: $12,121,301
Net increase / (decrease): $14,031,361

Schedule C

Reported service provider compensation

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

1
The Vanguard Group, Inc.$62.8K
NONE · Direct $62.8K · Indirect $0
2
Hardy Reed LLC$40K
NONE · Direct $40K
3
Williams Pitts And Beard Pllc$23K
NONE · Direct $23K
4
Hub International Gulf South$7.5K
NONE · Direct $7.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241230125114NAL0017253569001 cover?: It is the 2023 Form 5500 filing for The Dunlap & Kyle Co., Inc. Profit Sharing Plan And Trust, reported by Dunlap & Kyle Co., Inc. (EIN 64-0349856).
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).