2023 Form 5500 filing — The Dunlap & Kyle Co., Inc. 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 20241230125114NAL0017253569001) for The Dunlap & Kyle Co., Inc. Profit Sharing Plan And Trust, reported by Dunlap & Kyle Co., Inc. under EIN 64-0349856 and plan number 001. It reports 1,948 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241230125114NAL0017253569001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Dunlap & Kyle Co., Inc.
- EIN
- 64-0349856
- Plan number
- 001
- Location
- Batesville, MS
- Participants
- 1,948
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $117,663,219
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $117,663,219
- Employer contributions
- $2,658,646
- Participant contributions
- $6,639,730
- Total income / additions
- $26,152,662
- Benefits paid
- $11,986,892
- Administrative expenses
- $134,409
- Total expenses
- $12,121,301
- Net increase / (decrease)
- $14,031,361
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $62,825 | $0 |
| Hardy Reed LLC | NONE | $40,000 | not reported in the loaded dataset |
| Williams Pitts And Beard Pllc | NONE | $23,000 | not reported in the loaded dataset |
| Hub International Gulf South | NONE | $7,500 | not reported in the loaded dataset |