The Dune Companies 401(K) Profit Sharing Plan — Form 5500 plan (The Dune Company Of Yuma)
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, The Dune Companies 401(K) Profit Sharing Plan is a benefit plan reported by The Dune Company Of Yuma under EIN 86-0810744 and plan number 002. The latest loaded filing year is 2023. The filing reports 38 participants and $4,765,983 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Dune Company Of Yuma
- EIN
- 86-0810744
- Plan number
- 002
- Plan type
- 2
- Location
- Yuma, AZ
- Latest filing year
- 2023
- Participants
- 38
- End-of-year plan assets
- $4,765,983
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 38 | I | 20241009151941NAL0031688160001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,765,983
- Total liabilities (EOY)
- $4
- Net assets (EOY)
- $4,765,979
- Net assets (BOY)
- $3,825,853
Income & contributions
- Employer contributions
- $91,827
- Participant contributions
- $269,631
- Total income / additions
- $1,061,297
Expenses & distributions
- Benefits paid
- $116,689
- Administrative expenses
- $4,482
- Total expenses
- $121,171
- Net increase / (decrease)
- $940,126
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.