Dd Traders, Inc. 401(K) Plan And Trust — Form 5500 plan (Dd Traders, 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, Dd Traders, Inc. 401(K) Plan And Trust is a benefit plan reported by Dd Traders, Inc. under EIN 98-0122039 and plan number 001. The latest loaded filing year is 2023. The filing reports 345 participants and $19,392,099 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dd Traders, Inc.
- EIN
- 98-0122039
- Plan number
- 001
- Plan type
- 2
- Location
- Leawood, KS
- Latest filing year
- 2023
- Participants
- 345
- End-of-year plan assets
- $19,392,099
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 345 | H, C | 20240904165604NAL0019999985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,392,099
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,392,099
- Net assets (BOY)
- $16,877,308
Income & contributions
- Employer contributions
- $461,470
- Participant contributions
- $1,017,279
- Total contributions
- $1,503,923
- Total income / additions
- $4,409,135
Expenses & distributions
- Benefits paid
- $1,832,774
- Administrative expenses
- $61,570
- Total expenses
- $1,894,344
- Net increase / (decrease)
- $2,514,791
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | RECORDKEEPER | $21,485 | $0 | 2023 |
| Columbia Funds | NONE | $0 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
| Goldman Sachs Funds | NONE | $0 | $0 | 2023 |
| Victory Funds | NONE | $0 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
| Mfs Funds | NONE | $0 | $0 | 2023 |
| American Beacon Funds | NONE | $0 | $0 | 2023 |
| Dimensional Funds | NONE | $0 | $0 | 2023 |
| Prudential Jennison | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dd Traders, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Leawood, KS
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Columbia Funds — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation
- Goldman Sachs Funds — Schedule C compensation
- Victory Funds — Schedule C compensation
- Pimco Funds — Schedule C compensation
- Mfs Funds — Schedule C compensation
- American Beacon Funds — Schedule C compensation
- Dimensional Funds — Schedule C compensation
- Prudential Jennison — Schedule C compensation