Duit Holdings 401(K) Plan — Form 5500 plan (Duit Holdings)
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, Duit Holdings 401(K) Plan is a benefit plan reported by Duit Holdings under EIN 20-8138544 and plan number 001. The latest loaded filing year is 2023. The filing reports 591 participants and $10,398,511 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Duit Holdings
- EIN
- 20-8138544
- Plan number
- 001
- Plan type
- 2
- Location
- Edmond, OK
- Latest filing year
- 2023
- Participants
- 591
- End-of-year plan assets
- $10,398,511
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 591 | H, C | 20241015111740NAL0016214979001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,398,511
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,398,511
- Net assets (BOY)
- $9,194,239
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $643,332
- Total contributions
- $645,551
- Total income / additions
- $2,023,509
Expenses & distributions
- Benefits paid
- $734,690
- Administrative expenses
- $2,319
- Total expenses
- $819,237
- Net increase / (decrease)
- $1,204,272
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $2,319 | $0 | 2023 |
| Park Avenue Securities | ADVISOR | $0 | $0 | 2023 |