2023 Form 5500 filing — Duarte Communications 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 20241001175122NAL0012347216001) for Duarte Communications 401(K) Plan, reported by Duarte Communications, Inc. under EIN 77-0365272 and plan number 001. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001175122NAL0012347216001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Duarte Communications, Inc.
- EIN
- 77-0365272
- Plan number
- 001
- Location
- Santa Clara, CA
- Participants
- 193
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,114,140
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,114,140
- Employer contributions
- $344,062
- Participant contributions
- $822,524
- Total income / additions
- $3,517,064
- Benefits paid
- $1,402,190
- Administrative expenses
- $101,059
- Total expenses
- $1,503,249
- Net increase / (decrease)
- $2,013,815
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $59,750 | $0 |
| Gallagher Fiduciary Advisors LLC | INVESTMENT ADVISORY PLAN | $36,362 | not reported in the loaded dataset |
| Nicholas Pension Consultants | RECORDKEEPER | $3,936 | $255 |