Dugmore & Duncan, Inc. 401(K) Plan — Form 5500 plan (Dugmore & Duncan, Inc.)
Plain-English plan 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, Dugmore & Duncan, Inc. 401(K) Plan is a benefit plan reported by Dugmore & Duncan, Inc. under EIN 04-2223414 and plan number 001. The latest loaded filing year is 2023. The filing reports 31 participants and $3,961,297 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dugmore & Duncan, Inc.
- EIN
- 04-2223414
- Plan number
- 001
- Plan type
- 2
- Location
- Hingham, MA
- Latest filing year
- 2023
- Participants
- 31
- End-of-year plan assets
- $3,961,297
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 31 | I | 20240708100437NAL0019657456001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,961,297
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,961,297
- Net assets (BOY)
- $3,368,393
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $87,161
- Total income / additions
- $603,075
Expenses & distributions
- Benefits paid
- $9,491
- Administrative expenses
- $680
- Total expenses
- $10,171
- Net increase / (decrease)
- $592,904
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.