2023 Form 5500 filing — Ducharme, Mcmillen & Associates, Inc. 401(K) Savings 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 20240906130451NAL0001392353001) for Ducharme, Mcmillen & Associates, Inc. 401(K) Savings Plan, reported by Ducharme, Mcmillen & Associates, Inc. under EIN 35-1293472 and plan number 006. It reports 670 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906130451NAL0001392353001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ducharme, Mcmillen & Associates, Inc.
- EIN
- 35-1293472
- Plan number
- 006
- Location
- Fort Wayne, IN
- Participants
- 670
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,272,266
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,272,266
- Participant contributions
- $4,137,219
- Total income / additions
- $13,758,674
- Benefits paid
- $1,313,795
- Administrative expenses
- $124,017
- Total expenses
- $1,437,812
- Net increase / (decrease)
- $12,320,862
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sym Financial Advisors | INVESTMENT ADVISORY | $67,593 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $56,424 | $1,910 |