Dunlap & Seeger, P.A. 401(K) Plan — Form 5500 plan (Dunlap & Seeger, P.A.)
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, Dunlap & Seeger, P.A. 401(K) Plan is a benefit plan reported by Dunlap & Seeger, P.A. under EIN 41-1223541 and plan number 001. The latest loaded filing year is 2023. The filing reports 47 participants and $15,521,758 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dunlap & Seeger, P.A.
- EIN
- 41-1223541
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, MN
- Latest filing year
- 2023
- Participants
- 47
- End-of-year plan assets
- $15,521,758
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 47 | I | 20240906101216NAL0001547680001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $15,521,758
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,521,758
- Net assets (BOY)
- $15,679,094
Income & contributions
- Employer contributions
- $114,805
- Participant contributions
- $386,012
- Total income / additions
- $3,294,804
Expenses & distributions
- Benefits paid
- $3,462,090
- Administrative expenses
- -$9,950
- Total expenses
- $3,452,140
- Net increase / (decrease)
- -$157,336
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.