Plan5500

H.C. Duke & Son, LLC Defined Benefit Plan & Trust — Form 5500 plan (H.C. Duke & Son, LLC)

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, H.C. Duke & Son, LLC Defined Benefit Plan & Trust is a benefit plan reported by H.C. Duke & Son, LLC under EIN 36-2369807 and plan number 001. The latest loaded filing year is 2023. The filing reports 104 participants and $9,594,532 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
H.C. Duke & Son, LLC
EIN
36-2369807
Plan number
001
Plan type
2
Location
East Moline, IL
Latest filing year
2023
Participants
104
End-of-year plan assets
$9,594,532

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023104H, C20250620170311NAL0010127522001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,594,532
Total liabilities (EOY)
$0
Net assets (EOY)
$9,594,532
Net assets (BOY)
$8,804,223

Income & contributions

Total contributions
$0
Total income / additions
$1,537,050

Expenses & distributions

Benefits paid
$695,566
Administrative expenses
$51,175
Total expenses
$746,741
Net increase / (decrease)
$790,309

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Old National Wealth ManagementINVESTMENT ADVISOR$51,715not reported in the loaded dataset2023

Related Form 5500 pages