Dugan Sales & Service Retirement Plan & Trust — Form 5500 plan (Dugan Sales & Service)
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, Dugan Sales & Service Retirement Plan & Trust is a benefit plan reported by Dugan Sales & Service under EIN 46-0276953 and plan number 001. The latest loaded filing year is 2023. The filing reports 42 participants and $161,123 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dugan Sales & Service
- EIN
- 46-0276953
- Plan number
- 001
- Plan type
- 2
- Location
- Watertown, SD
- Latest filing year
- 2023
- Participants
- 42
- End-of-year plan assets
- $161,123
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 42 | I | 20241015135532NAL0048238912001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $161,123
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $161,123
- Net assets (BOY)
- $52,510
Income & contributions
- Employer contributions
- $30,254
- Participant contributions
- $66,213
- Total income / additions
- $119,408
Expenses & distributions
- Benefits paid
- $8,072
- Administrative expenses
- $0
- Total expenses
- $10,795
- Net increase / (decrease)
- $108,613
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.