2023 Form 5500 filing — Duke School 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 20250407121037NAL0009271763001) for Duke School 401(K) Plan, reported by Duke School under EIN 58-1521494 and plan number 003. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250407121037NAL0009271763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Duke School
- EIN
- 58-1521494
- Plan number
- 003
- Location
- Durham, NC
- Participants
- 167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,312,483
- Net assets (EOY)
- $9,312,483
- Employer contributions
- $402,008
- Participant contributions
- $326,718
- Total income / additions
- $1,791,154
- Benefits paid
- $1,859,048
- Administrative expenses
- $33,743
- Total expenses
- $1,903,120
- Net increase / (decrease)
- -$111,966
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mvp Plan Administrators, Inc | CONTRACT ADMINISTRATOR | $16,038 | not reported in the loaded dataset |
| Gordon Asset Management | INVESTMENT ADVISOR | $15,000 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $2,705 | $0 |