Duke'S Root Control, Inc. 401(K) Plan — Form 5500 plan (Dukes Root Control, 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, Duke'S Root Control, Inc. 401(K) Plan is a benefit plan reported by Dukes Root Control, Inc. under EIN 75-3026801 and plan number 002. The latest loaded filing year is 2023. The filing reports 179 participants and $22,158,569 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dukes Root Control, Inc.
EIN
75-3026801
Plan number
002
Plan type
2
Location
Elgin, IL
Latest filing year
2023
Participants
179
End-of-year plan assets
$22,158,569

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023179H, C20250616050605NAL0000733009001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,158,569
Total liabilities (EOY)
$0
Net assets (EOY)
$22,158,569
Net assets (BOY)
$0

Income & contributions

Employer contributions
$566,623
Participant contributions
$1,131,274
Total contributions
$1,724,607
Total income / additions
$4,539,424

Expenses & distributions

Benefits paid
$7,098,991
Administrative expenses
$32,916
Total expenses
$7,134,167
Net increase / (decrease)
-$2,594,743

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services, Inc.INVESTMENT/FINANCIAL ADVI$25,820$02023
Adp, Inc.RECORD KEEPER$4,451$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages