2023 Form 5500 filing — Alfred Dunner, Inc. 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 20241011093132NAL0010771587001) for Alfred Dunner, Inc. 401(K) Plan, reported by Alfred Dunner, Inc. under EIN 22-1905250 and plan number 002. It reports 291 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011093132NAL0010771587001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Alfred Dunner, Inc.
- EIN
- 22-1905250
- Plan number
- 002
- Location
- New York, NY
- Participants
- 291
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,098,744
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,098,744
- Employer contributions
- $502,787
- Participant contributions
- $1,182,801
- Total income / additions
- $6,280,325
- Benefits paid
- $2,934,157
- Administrative expenses
- $137,306
- Total expenses
- $3,134,483
- Net increase / (decrease)
- $3,145,842
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock New York | RECORDKEEPER | $1,526 | not reported in the loaded dataset |