Dunn Heat Exchangers, Inc. 401(K) Plan — Form 5500 plan (Dunn Heat Exchangers, 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, Dunn Heat Exchangers, Inc. 401(K) Plan is a benefit plan reported by Dunn Heat Exchangers, Inc. under EIN 74-1609758 and plan number 001. The latest loaded filing year is 2023. The filing reports 56 participants and $5,641,805 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dunn Heat Exchangers, Inc.
EIN
74-1609758
Plan number
001
Plan type
2
Location
Texas City, TX
Latest filing year
2023
Participants
56
End-of-year plan assets
$5,641,805

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202356I20240826112219NAL0009468417001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$5,641,805
Total liabilities (EOY)
$0
Net assets (EOY)
$5,641,805
Net assets (BOY)
$4,453,253

Income & contributions

Employer contributions
$258,998
Participant contributions
$401,078
Total income / additions
$1,325,814

Expenses & distributions

Benefits paid
$101,262
Administrative expenses
$20,525
Total expenses
$137,262
Net increase / (decrease)
$1,188,552

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages