The Durham Company Retirement Savings Plan — Form 5500 plan (The Durham Co.)
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, The Durham Company Retirement Savings Plan is a benefit plan reported by The Durham Co. under EIN 43-0743043 and plan number 005. The latest loaded filing year is 2023. The filing reports 803 participants and $41,155,032 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Durham Co.
- EIN
- 43-0743043
- Plan number
- 005
- Plan type
- 2
- Location
- Lebanon, MO
- Latest filing year
- 2023
- Participants
- 803
- End-of-year plan assets
- $41,155,032
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 803 | H, C | 20241014151145NAL0026521313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,155,032
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,155,032
- Net assets (BOY)
- $38,367,666
Income & contributions
- Employer contributions
- $1,046,886
- Participant contributions
- $1,740,118
- Total contributions
- $2,820,118
- Total income / additions
- $8,053,536
Expenses & distributions
- Benefits paid
- $5,239,818
- Administrative expenses
- $26,352
- Total expenses
- $5,266,170
- Net increase / (decrease)
- $2,787,366
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $26,351 | $0 | 2023 |
| Sundvold Financial LLC | OTHER SERVICES | $0 | $17,936 | 2023 |