Duffy'S Management, Inc. 401(K) Plan — Form 5500 plan (Duffys Management, 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, Duffy'S Management, Inc. 401(K) Plan is a benefit plan reported by Duffys Management, Inc. under EIN 26-0508034 and plan number 001. The latest loaded filing year is 2023. The filing reports 238 participants and $2,538,394 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Duffys Management, Inc.
- EIN
- 26-0508034
- Plan number
- 001
- Plan type
- 2
- Location
- Lake Worth, FL
- Latest filing year
- 2023
- Participants
- 238
- End-of-year plan assets
- $2,538,394
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 238 | H, C | 20240917104216NAL0003846432001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,538,394
- Net assets (EOY)
- $2,538,394
- Net assets (BOY)
- $2,315,028
Income & contributions
- Employer contributions
- $43,913
- Participant contributions
- $188,217
- Total contributions
- $270,576
- Total income / additions
- $631,426
Expenses & distributions
- Benefits paid
- $374,139
- Administrative expenses
- $33,921
- Total expenses
- $408,060
- Net increase / (decrease)
- $223,366
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $15,262 | not reported in the loaded dataset | 2023 |
| Mma Securities LLC | INVESTMENT ADVISOR | $10,968 | not reported in the loaded dataset | 2023 |
| Definiti LLC | CONTRACT ADMIN | $3,950 | $2,194 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANGEMENT | $5,382 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Duffys Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Lake Worth, FL
- Empower Annuity Ins Co Of America — Schedule C compensation
- Mma Securities LLC — Schedule C compensation
- Definiti LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation