Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan — Form 5500 plan (Ducharme, Mcmillen & Associates, 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, Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan is a benefit plan reported by Ducharme, Mcmillen & Associates, Inc. under EIN 35-1293472 and plan number 100. The latest loaded filing year is 2023. The filing reports 743 participants and $135,390,454 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ducharme, Mcmillen & Associates, Inc.
- EIN
- 35-1293472
- Plan number
- 100
- Plan type
- 2
- Location
- Fort Wayne, IN
- Latest filing year
- 2023
- Participants
- 743
- End-of-year plan assets
- $135,390,454
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 743 | H | 20241008074830NAL0033102930001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $135,390,454
- Total liabilities (EOY)
- $6,302,522
- Net assets (EOY)
- $129,087,932
- Net assets (BOY)
- $93,237,505
Income & contributions
- Employer contributions
- $477,615
- Total contributions
- $4,044,194
- Total income / additions
- $38,770,847
Expenses & distributions
- Benefits paid
- $2,314,686
- Administrative expenses
- $0
- Total expenses
- $2,521,071
- Net increase / (decrease)
- $36,249,776
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.