2023 Form 5500 filing — Dudek Employee Stock Ownership 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 20240924171925NAL0007633219001) for Dudek Employee Stock Ownership Plan, reported by Dudek under EIN 95-3873865 and plan number 002. It reports 569 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924171925NAL0007633219001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dudek
- EIN
- 95-3873865
- Plan number
- 002
- Location
- Encinitas, CA
- Participants
- 569
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,388,530
- Total liabilities (EOY)
- $13,650,835
- Net assets (EOY)
- $29,737,695
- Employer contributions
- $2,394,802
- Total income / additions
- $6,999,407
- Benefits paid
- $1,079,511
- Administrative expenses
- $153,516
- Total expenses
- $1,509,451
- Net increase / (decrease)
- $5,489,956
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pfg | RECORDKEEPER/BOOKKEEPER | $67,274 | not reported in the loaded dataset |
| Prairie Capital Advisors, Inc | VALUATION SERVICES | $45,082 | not reported in the loaded dataset |
| Cornerstone Fiduciary Services | TRUSTEE | $41,160 | not reported in the loaded dataset |