The Dutra Group 401(K) Plan — Form 5500 plan (The Dutra Group)
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 Dutra Group 401(K) Plan is a benefit plan reported by The Dutra Group under EIN 94-2278920 and plan number 001. The latest loaded filing year is 2023. The filing reports 255 participants and $35,546,448 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Dutra Group
- EIN
- 94-2278920
- Plan number
- 001
- Plan type
- 2
- Location
- San Rafael, CA
- Latest filing year
- 2023
- Participants
- 255
- End-of-year plan assets
- $35,546,448
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 255 | H, C | 20240918132414NAL0006341632001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,546,448
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,546,448
- Net assets (BOY)
- $29,413,885
Income & contributions
- Employer contributions
- $635,021
- Participant contributions
- $1,653,752
- Total contributions
- $2,371,666
- Total income / additions
- $7,850,272
Expenses & distributions
- Benefits paid
- $1,570,001
- Administrative expenses
- $147,708
- Total expenses
- $1,717,709
- Net increase / (decrease)
- $6,132,563
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Private Advisor Group, LLC | INVESTMENT ADVISOR | $54,348 | $0 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,323 | $0 | 2023 |