2023 Form 5500 filing — H.C. Duke & Son, LLC Defined Benefit Plan & 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 20250620170311NAL0010127522001) for H.C. Duke & Son, LLC Defined Benefit Plan & Trust, reported by H.C. Duke & Son, LLC under EIN 36-2369807 and plan number 001. It reports 104 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250620170311NAL0010127522001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- H.C. Duke & Son, LLC
- EIN
- 36-2369807
- Plan number
- 001
- Location
- East Moline, IL
- Participants
- 104
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,594,532
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,594,532
- Total income / additions
- $1,537,050
- Benefits paid
- $695,566
- Administrative expenses
- $51,175
- Total expenses
- $746,741
- Net increase / (decrease)
- $790,309
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Old National Wealth Management | INVESTMENT ADVISOR | $51,715 | not reported in the loaded dataset |