Duplicator Sales & Service, Inc. 401(K) Plan — Form 5500 plan (Duplicator Sales & Service, 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, Duplicator Sales & Service, Inc. 401(K) Plan is a benefit plan reported by Duplicator Sales & Service, Inc. under EIN 61-0572958 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $10,257,528 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Duplicator Sales & Service, Inc.
EIN
61-0572958
Plan number
001
Plan type
2
Location
Louisville, KY
Latest filing year
2023
Participants
133
End-of-year plan assets
$10,257,528

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023133H, C20241230083409NAL0027240112001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,257,528
Total liabilities (EOY)
$0
Net assets (EOY)
$10,257,528
Net assets (BOY)
$8,886,837

Income & contributions

Employer contributions
$49,320
Participant contributions
$287,051
Total contributions
$336,371
Total income / additions
$1,751,828

Expenses & distributions

Benefits paid
$298,526
Administrative expenses
$82,611
Total expenses
$381,137
Net increase / (decrease)
$1,370,691

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Highland Capital Advisors, LLCINVESTMENT ADVISOR$49,888not reported in the loaded dataset2023
Professional Capital Services, LLCCONTRACT ADMINISTRATOR$32,723not reported in the loaded dataset2023

Related Form 5500 pages