Dakota Red Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Dakota Red Corporation)

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, Dakota Red Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Dakota Red Corporation under EIN 42-1304397 and plan number 001. The latest loaded filing year is 2023. The filing reports 273 participants and $31,903,612 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$31.9MPlan net assets, end of year$31,903,612
Participants273Covered participants reported
Assets / participant$116.9KComputed: assets ÷ participants$116,863 (computed)
Provider compensation$109K6 Schedule C provider row(s)$108,985
Plan sponsor
Dakota Red Corporation
EIN
42-1304397
Plan number
001
Plan type
2
Location
Cedar Rapids, IA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023273H, C20241015090852NAL0048603584003
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)$31.9M total assets
Net assets$31.9MLiabilities
Money in vs. money out
Total income / additions$6.5M
Total expenses$4.5M
Benefits paid / distributions$4.4M
Contributions
Employer$1.1M
Participant$1.1M
Full reported line items

Net assets

Total assets (EOY)
$31,903,612
Net assets (EOY)
$31,903,612
Net assets (BOY)
$29,999,745

Income & contributions

Employer contributions
$1,094,885
Participant contributions
$1,058,868
Total contributions
$2,173,733
Total income / additions
$6,453,580

Expenses & distributions

Benefits paid
$4,418,721
Administrative expenses
$108,984
Total expenses
$4,549,713
Net increase / (decrease)
$1,903,867
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 51%Participant 49%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income68%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$43,771$02023
Bank Of America NaADVISORY$29,233not reported in the loaded dataset2023
BghnAUDIT$21,000not reported in the loaded dataset2023
Envestnet Retirement Solutions LLCADVISORY$8,656not reported in the loaded dataset2023
Merrill Lynch Life Agency, Inc.ADVISORY$6,055not reported in the loaded dataset2023
Transamerica Financial Life Insr CoRECORD KEEPER$270$02023

Related Form 5500 pages