2023 Form 5500 filing — Dutton-Lainson Company 401(K) Profit Sharing 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 20250331134414NAL0003477507001) for Dutton-Lainson Company 401(K) Profit Sharing Plan, reported by Dutton-Lainson Company under EIN 47-0147640 and plan number 004. It reports 334 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250331134414NAL0003477507001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dutton-Lainson Company
- EIN
- 47-0147640
- Plan number
- 004
- Location
- Hastings, NE
- Participants
- 334
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,605,802
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,605,802
- Employer contributions
- $456,354
- Participant contributions
- $1,236,215
- Total income / additions
- $7,183,036
- Benefits paid
- $2,375,927
- Administrative expenses
- $65,843
- Total expenses
- $2,441,770
- Net increase / (decrease)
- $4,741,266
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cwm LLC | INVESTMENT ADVISOR | $39,117 | $0 |
| Benefit Plans, Inc. | CONTRACT ADMIN | $5,202 | $10,000 |
| Empower Annuity Insurance Company | RECORDKEEPER | $13,720 | $0 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $12,896 | $0 |
| Core Cpas Pc | AUDITOR | $8,628 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,982 | $0 |