Dunne Manning 401(K) Plan — Form 5500 plan (Vuc 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, Dunne Manning 401(K) Plan is a benefit plan reported by Vuc Inc. under EIN 81-4958597 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,627 participants and $33,375,471 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vuc Inc.
- EIN
- 81-4958597
- Plan number
- 001
- Plan type
- 3
- Location
- Allentown, PA
- Latest filing year
- 2023
- Participants
- 2,627
- End-of-year plan assets
- $33,375,471
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,627 | H, C | 20241004083236NAL0022196402001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,375,471
- Total liabilities (EOY)
- $186
- Net assets (EOY)
- $33,375,285
- Net assets (BOY)
- $25,766,525
Income & contributions
- Employer contributions
- $1,424,383
- Participant contributions
- $2,997,049
- Total contributions
- $4,661,873
- Total income / additions
- $9,368,384
Expenses & distributions
- Benefits paid
- $1,563,839
- Administrative expenses
- $183,629
- Total expenses
- $1,759,624
- Net increase / (decrease)
- $7,608,760
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co. Of America | RECORDKEEPER | $88,878 | $0 | 2023 |
| Raymond James | INVESTMENT ADVISOR | $41,966 | not reported in the loaded dataset | 2023 |
| Pa Retirement Solutions, Inc. | TPA | $25,180 | not reported in the loaded dataset | 2023 |
| Buckno Lisicky & Company | AUDITOR | $24,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,738 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vuc Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Allentown, PA
- Empower Annuity Ins Co. Of America — Schedule C compensation
- Raymond James — Schedule C compensation
- Pa Retirement Solutions, Inc. — Schedule C compensation
- Buckno Lisicky & Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation