2023 Form 5500 filing — Dunne Manning 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 20241004083236NAL0022196402001) for Dunne Manning 401(K) Plan, reported by Vuc Inc. under EIN 81-4958597 and plan number 001. It reports 2,627 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004083236NAL0022196402001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Vuc Inc.
- EIN
- 81-4958597
- Plan number
- 001
- Location
- Allentown, PA
- Participants
- 2,627
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,375,471
- Total liabilities (EOY)
- $186
- Net assets (EOY)
- $33,375,285
- Employer contributions
- $1,424,383
- Participant contributions
- $2,997,049
- Total income / additions
- $9,368,384
- Benefits paid
- $1,563,839
- Administrative expenses
- $183,629
- Total expenses
- $1,759,624
- Net increase / (decrease)
- $7,608,760
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co. Of America | RECORDKEEPER | $88,878 | $0 |
| Raymond James | INVESTMENT ADVISOR | $41,966 | not reported in the loaded dataset |
| Pa Retirement Solutions, Inc. | TPA | $25,180 | not reported in the loaded dataset |
| Buckno Lisicky & Company | AUDITOR | $24,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,738 | not reported in the loaded dataset |