2023 Form 5500 filing — Defense Contracting, Inc. Retirement Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240621094849NAL0001570899001) for Defense Contracting, Inc. Retirement Trust, reported by Defense Contracting, Inc. under EIN 47-1947795 and plan number 001. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240621094849NAL0001570899001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Defense Contracting, Inc.
- EIN
- 47-1947795
- Plan number
- 001
- Location
- Kingsville, MD
- Participants
- 165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,324,242
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,324,242
- Employer contributions
- $596,697
- Participant contributions
- $1,017,530
- Total income / additions
- $2,896,913
- Benefits paid
- $724,725
- Administrative expenses
- $7,358
- Total expenses
- $732,083
- Net increase / (decrease)
- $2,164,830
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc | NONE | $7,358 | $0 |
| John Hancock Funds | NONE | $0 | $0 |
| Blackrock Funds | NONE | $0 | $0 |
| Cohen & Steers Funds | NONE | $0 | $0 |
| Loomis - Sayles - Natixis - Hansber | NONE | $0 | $0 |
| Jp Morgan Funds | NONE | $0 | $0 |
| Pimco Funds | NONE | $0 | $0 |
| Alliance Bernstein | NONE | $0 | $0 |
| Invesco | NONE | $0 | $0 |
| Prudential Jennison | NONE | $0 | $0 |
| American Funds | NONE | $0 | $0 |
| Legg Mason | NONE | $0 | $0 |
| Calamos Funds | NONE | $0 | $0 |
| Allspring Funds | NONE | $0 | $0 |