2023 Form 5500 filing — Dukane Ias, LLC Savings & Investment Plan
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 20240708124719NAL0007916963001) for Dukane Ias, LLC Savings & Investment Plan, reported by Dukane Ias, LLC under EIN 61-1778005 and plan number 001. It reports 260 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240708124719NAL0007916963001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dukane Ias, LLC
- EIN
- 61-1778005
- Plan number
- 001
- Location
- St. Charles, IL
- Participants
- 260
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,059,188
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,059,188
- Employer contributions
- $643,946
- Participant contributions
- $1,498,308
- Total income / additions
- $5,952,750
- Benefits paid
- $1,620,278
- Administrative expenses
- $74,600
- Total expenses
- $1,694,878
- Net increase / (decrease)
- $4,257,872
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Pension Advisors, LLC | ADVISOR | $35,000 | not reported in the loaded dataset |
| Sentinel Benefits Group, LLC | TPA | $33,272 | not reported in the loaded dataset |
| Mg Trust | CUSTODIAN | $6,328 | not reported in the loaded dataset |