Duvel Moortgat Usa 401(K) Plan — Form 5500 plan (Duvel Moortgat Usa, Ltd)

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, Duvel Moortgat Usa 401(K) Plan is a benefit plan reported by Duvel Moortgat Usa, Ltd under EIN 27-0038233 and plan number 001. The latest loaded filing year is 2023. The filing reports 358 participants and $23,541,243 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Duvel Moortgat Usa, Ltd
EIN
27-0038233
Plan number
001
Plan type
2
Location
Kansas City, MO
Latest filing year
2023
Participants
358
End-of-year plan assets
$23,541,243

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023358H, C20240828104034NAL0021806864001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,541,243
Total liabilities (EOY)
$0
Net assets (EOY)
$23,541,243
Net assets (BOY)
$19,699,443

Income & contributions

Employer contributions
$444,275
Participant contributions
$1,312,617
Total contributions
$1,781,488
Total income / additions
$5,783,147

Expenses & distributions

Benefits paid
$1,884,475
Administrative expenses
$56,872
Total expenses
$1,941,347
Net increase / (decrease)
$3,841,800

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Isc Advisors IncINVESTMENT ADVISOR$51,422not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$5,450$02023

Related Form 5500 pages