Ducharme, Mcmillen & Associates, Inc. 401(K) Savings Plan — Form 5500 plan (Ducharme, Mcmillen & Associates, 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, Ducharme, Mcmillen & Associates, Inc. 401(K) Savings Plan is a benefit plan reported by Ducharme, Mcmillen & Associates, Inc. under EIN 35-1293472 and plan number 006. The latest loaded filing year is 2023. The filing reports 670 participants and $57,272,266 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ducharme, Mcmillen & Associates, Inc.
EIN
35-1293472
Plan number
006
Plan type
2
Location
Fort Wayne, IN
Latest filing year
2023
Participants
670
End-of-year plan assets
$57,272,266

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023670H, C20240906130451NAL0001392353001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$57,272,266
Total liabilities (EOY)
$0
Net assets (EOY)
$57,272,266
Net assets (BOY)
$44,552,055

Income & contributions

Participant contributions
$4,137,219
Total contributions
$4,684,946
Total income / additions
$13,758,674

Expenses & distributions

Benefits paid
$1,313,795
Administrative expenses
$124,017
Total expenses
$1,437,812
Net increase / (decrease)
$12,320,862

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sym Financial AdvisorsINVESTMENT ADVISORY$67,593not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$56,424$1,9102023

Related Form 5500 pages