Alfred Dunner, Inc. 401(K) Plan — Form 5500 plan (Alfred Dunner, 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, Alfred Dunner, Inc. 401(K) Plan is a benefit plan reported by Alfred Dunner, Inc. under EIN 22-1905250 and plan number 002. The latest loaded filing year is 2023. The filing reports 291 participants and $34,098,744 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alfred Dunner, Inc.
EIN
22-1905250
Plan number
002
Plan type
3
Location
New York, NY
Latest filing year
2023
Participants
291
End-of-year plan assets
$34,098,744

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023291H, C20241011093132NAL0010771587001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,098,744
Total liabilities (EOY)
$0
Net assets (EOY)
$34,098,744
Net assets (BOY)
$30,952,902

Income & contributions

Employer contributions
$502,787
Participant contributions
$1,182,801
Total contributions
$1,685,588
Total income / additions
$6,280,325

Expenses & distributions

Benefits paid
$2,934,157
Administrative expenses
$137,306
Total expenses
$3,134,483
Net increase / (decrease)
$3,145,842

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock New YorkRECORDKEEPER$1,526not reported in the loaded dataset2023

Related Form 5500 pages