2023 Form 5500 filing — Retirement Plan For Employees Of A. Duda & Sons, Inc.
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 20241014113334NAL0045808672001) for Retirement Plan For Employees Of A. Duda & Sons, Inc., reported by A. Duda & Sons, Inc. under EIN 59-0700499 and plan number 001. It reports 1,090 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014113334NAL0045808672001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- A. Duda & Sons, Inc.
- EIN
- 59-0700499
- Plan number
- 001
- Location
- Oviedo, FL
- Participants
- 1,090
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,743,686
- Total liabilities (EOY)
- $289,294
- Net assets (EOY)
- $31,454,392
- Employer contributions
- $285,000
- Total income / additions
- $4,297,228
- Benefits paid
- $3,022,619
- Administrative expenses
- $148,750
- Total expenses
- $3,171,369
- Net increase / (decrease)
- $1,125,859
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services, Inc. | INVESTMENT ADVISORY | $111,804 | not reported in the loaded dataset |
| Comerica Bank Institutional Trust | TRUST | $36,946 | not reported in the loaded dataset |