Plan5500

Demoulin Brothers & Company Retirement Savings Plan — Form 5500 plan (Demoulin Brothers & Company)

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, Demoulin Brothers & Company Retirement Savings Plan is a benefit plan reported by Demoulin Brothers & Company under EIN 37-0244250 and plan number 003. The latest loaded filing year is 2023. The filing reports 135 participants and $8,500,267 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.5MPlan net assets, end of year$8,499,124
Participants135Covered participants reported
Assets / participant$63KComputed: assets ÷ participants$62,965 (computed)
Provider compensation$40.8K3 Schedule C provider row(s)$40,840
Plan sponsor
Demoulin Brothers & Company
EIN
37-0244250
Plan number
003
Plan type
2
Location
Greenville, IL
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    135 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$8.5M total assets
Net assets$8.5MLiabilities$1.1K
Money in vs. money out
Total income / additions$1.6M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Contributions
Employer$125.7K
Participant$316.4K
Full reported line items

Net assets

Total assets (EOY)
$8,500,267
Total liabilities (EOY)
$1,143
Net assets (EOY)
$8,499,124
Net assets (BOY)
$8,041,402

Income & contributions

Employer contributions
$125,708
Participant contributions
$316,432
Total contributions
$442,140
Total income / additions
$1,619,878

Expenses & distributions

Benefits paid
$1,120,173
Administrative expenses
$40,840
Total expenses
$1,162,156
Net increase / (decrease)
$457,722
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 28%Participant 72%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income69%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Epic Retirement Plan Services$21.2K
    NONE · Direct $21.2K
  2. 2
    Moneta Group LLC$19.6K
    NONE · Direct $19.6K
  3. 3
    Charles Schwab & Co., Inc.$0
    NONE · Direct $0 · Indirect $0

Related Form 5500 pages