2023 Form 5500 filing — Duncan Family Holdings Co. 401(K) 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 20240922012149NAL0005739091001) for Duncan Family Holdings Co. 401(K) Plan, reported by Duncan Family Holdings Co. under EIN 86-3486428 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240922012149NAL0005739091001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Duncan Family Holdings Co.
- EIN
- 86-3486428
- Plan number
- 001
- Location
- Weston, MA
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $713,724
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $713,724
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- -$21,554
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- -$21,554
- Schedule source
- Schedule I