Plan5500

Dukane Ias, LLC Savings & Investment Plan — Form 5500 plan (Dukane Ias, LLC)

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, Dukane Ias, LLC Savings & Investment Plan is a benefit plan reported by Dukane Ias, LLC under EIN 61-1778005 and plan number 001. The latest loaded filing year is 2023. The filing reports 260 participants and $30,059,188 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dukane Ias, LLC
EIN
61-1778005
Plan number
001
Plan type
2
Location
St. Charles, IL
Latest filing year
2023
Participants
260
End-of-year plan assets
$30,059,188

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023260H, C20240708124719NAL0007916963001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,059,188
Total liabilities (EOY)
$0
Net assets (EOY)
$30,059,188
Net assets (BOY)
$25,801,316

Income & contributions

Employer contributions
$643,946
Participant contributions
$1,498,308
Total contributions
$2,155,898
Total income / additions
$5,952,750

Expenses & distributions

Benefits paid
$1,620,278
Administrative expenses
$74,600
Total expenses
$1,694,878
Net increase / (decrease)
$4,257,872

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentinel Pension Advisors, LLCADVISOR$35,000not reported in the loaded dataset2023
Sentinel Benefits Group, LLCTPA$33,272not reported in the loaded dataset2023
Mg TrustCUSTODIAN$6,328not reported in the loaded dataset2023

Related Form 5500 pages