2023 Form 5500 filing — Duncan-Parnell, Inc. 401(K) 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 20251212140624NAL0009262610001) for Duncan-Parnell, Inc. 401(K) Plan And Trust, reported by Duncan-Parnell, Inc. under EIN 56-0561956 and plan number 002. It reports 248 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$24.3MReported net assets$24,281,134
Participants248
Provider compensation$73.3K3 Schedule C row(s)$73,339
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20251212140624NAL0009262610001
- Plan sponsor
- Duncan-Parnell, Inc.
- EIN
- 56-0561956
- Plan number
- 002
- Location
- Charlotte, NC
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$24.3M total assets
Net assets$24.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $24,281,134
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,281,134
- Employer contributions
- $1,941,990
- Participant contributions
- $1,348,224
- Total income / additions
- $6,601,790
- Benefits paid
- $812,743
- Administrative expenses
- $73,339
- Total expenses
- $886,082
- Net increase / (decrease)
- $5,715,708
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services. | NONE | $40,524 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $25,290 | $0 |
| Mccannon Rogers Driscoll & Assoc | NONE | $7,525 | not reported in the loaded dataset |