Rl Dunham & Co., Inc. 401(K) Plan — Form 5500 plan (Rl Dunham & Co., 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, Rl Dunham & Co., Inc. 401(K) Plan is a benefit plan reported by Rl Dunham & Co., Inc. under EIN 45-2864513 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $546,212 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rl Dunham & Co., Inc.
- EIN
- 45-2864513
- Plan number
- 001
- Plan type
- 2
- Location
- Mead, CO
- Latest filing year
- 2023
- Participants
- 8
- End-of-year plan assets
- $546,212
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20241214104106NAL0030446658001 |
| 2023 | 8 | I | 20241230151632NAL0017373361001 |
| 2023 | 2 | I | 20241230152213NAL0017378337001 |
| 2023 | 5 | I | 20240808084144NAL0008239056001 |
| 2023 | 5 | I | 20240808084340NAL0004722705001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $468,188
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $468,188
- Net assets (BOY)
- $304,447
Income & contributions
- Employer contributions
- $8,209
- Participant contributions
- $14,217
- Total income / additions
- $164,970
Expenses & distributions
- Benefits paid
- $1,069
- Administrative expenses
- $0
- Total expenses
- $1,229
- Net increase / (decrease)
- $163,741
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.