Defense Contracting, Inc. Retirement Trust — Form 5500 plan (Defense Contracting, 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, Defense Contracting, Inc. Retirement Trust is a benefit plan reported by Defense Contracting, Inc. under EIN 47-1947795 and plan number 001. The latest loaded filing year is 2023. The filing reports 165 participants and $7,324,242 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Defense Contracting, Inc.
- EIN
- 47-1947795
- Plan number
- 001
- Plan type
- 2
- Location
- Kingsville, MD
- Latest filing year
- 2023
- Participants
- 165
- End-of-year plan assets
- $7,324,242
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H, C | 20240621094849NAL0001570899001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,324,242
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,324,242
- Net assets (BOY)
- $5,159,412
Income & contributions
- Employer contributions
- $596,697
- Participant contributions
- $1,017,530
- Total contributions
- $1,728,404
- Total income / additions
- $2,896,913
Expenses & distributions
- Benefits paid
- $724,725
- Administrative expenses
- $7,358
- Total expenses
- $732,083
- Net increase / (decrease)
- $2,164,830
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc | NONE | $7,358 | $0 | 2023 |
| John Hancock Funds | NONE | $0 | $0 | 2023 |
| Blackrock Funds | NONE | $0 | $0 | 2023 |
| Cohen & Steers Funds | NONE | $0 | $0 | 2023 |
| Loomis - Sayles - Natixis - Hansber | NONE | $0 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
| Alliance Bernstein | NONE | $0 | $0 | 2023 |
| Invesco | NONE | $0 | $0 | 2023 |
| Prudential Jennison | NONE | $0 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Legg Mason | NONE | $0 | $0 | 2023 |
| Calamos Funds | NONE | $0 | $0 | 2023 |
| Allspring Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Defense Contracting, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Kingsville, MD
- T. Rowe Price Rps, Inc — Schedule C compensation
- John Hancock Funds — Schedule C compensation
- Blackrock Funds — Schedule C compensation
- Cohen & Steers Funds — Schedule C compensation
- Loomis - Sayles - Natixis - Hansber — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation
- Pimco Funds — Schedule C compensation
- Alliance Bernstein — Schedule C compensation
- Invesco — Schedule C compensation
- Prudential Jennison — Schedule C compensation
- American Funds — Schedule C compensation
- Legg Mason — Schedule C compensation
- Calamos Funds — Schedule C compensation
- Allspring Funds — Schedule C compensation