2023 Form 5500 filing — Duncan Trucking Ltd. 401(K) Profit Sharing Plan And Trust
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 20241010183919NAL0011822835001) for Duncan Trucking Ltd. 401(K) Profit Sharing Plan And Trust, reported by Duncan & Son Lines, Inc. under EIN 86-0255867 and plan number 001. It reports 752 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010183919NAL0011822835001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Duncan & Son Lines, Inc.
- EIN
- 86-0255867
- Plan number
- 001
- Location
- Buckeye, AZ
- Participants
- 752
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,925,917
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,925,917
- Employer contributions
- $1,027,143
- Participant contributions
- $1,647,477
- Total income / additions
- $4,669,087
- Benefits paid
- $1,133,953
- Administrative expenses
- $142,710
- Total expenses
- $1,409,837
- Net increase / (decrease)
- $3,259,250
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D. Jones & Co., L.P. | RIA | $34,850 | not reported in the loaded dataset |
| John Hancock Life Insurance Co Usa | RECORDKEEPER | $12,156 | not reported in the loaded dataset |