The Dutra Group — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 (EIN 94-2278920) is a plan sponsor located in San Rafael, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
94-2278920
Location
San Rafael, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$35,546,448
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$35,546,448

Contributions & income

Employer contributions
$635,021
Participant contributions
$1,653,752
Total income / additions
$7,850,272

Expenses & distributions

Benefits paid / distributions
$1,570,001
Total expenses
$1,717,709
Net increase / (decrease)
$6,132,563

Coverage

Total reported participants
399
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

The Dutra Group plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Dutra Group 401(K) Plan001255$35,546,4482023
The Dutra Group Employee Benefits Plan501144not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Dutra Group
YearPlanParticipantsSchedulesFiling
2023The Dutra Group 401(K) Plan255H, C20240918132414NAL0006341632001
2023The Dutra Group Employee Benefits Plan14420250616185735NAL0002874754001

Related Form 5500 pages