Duncaster, Inc. 401k Retirement Plan — Form 5500 plan (Duncaster, Inc.)

Plain-English plan 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, Duncaster, Inc. 401k Retirement Plan is a benefit plan reported by Duncaster, Inc. under EIN 06-1051218 and plan number 005. The latest loaded filing year is 2023. The filing reports 544 participants and $14,601,537 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Duncaster, Inc.
EIN
06-1051218
Plan number
005
Plan type
2
Location
Bloomfield, CT
Latest filing year
2023
Participants
544
End-of-year plan assets
$14,601,537

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023544H, C20240717093758NAL0002399315001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,601,537
Total liabilities (EOY)
$0
Net assets (EOY)
$14,601,537
Net assets (BOY)
$12,450,590

Income & contributions

Employer contributions
$473,301
Participant contributions
$817,742
Total contributions
$1,636,025
Total income / additions
$3,467,916

Expenses & distributions

Benefits paid
$1,299,360
Administrative expenses
$16,796
Total expenses
$1,316,969
Net increase / (decrease)
$2,150,947

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Duncaster, Inc.SERVICE PROVIDER$8,670not reported in the loaded dataset2023
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$8,126not reported in the loaded dataset2023

Related Form 5500 pages