Demoulin Brothers & Company Retirement Savings Plan — Form 5500 plan (Demoulin Brothers & Company)
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, Demoulin Brothers & Company Retirement Savings Plan is a benefit plan reported by Demoulin Brothers & Company under EIN 37-0244250 and plan number 003. The latest loaded filing year is 2023. The filing reports 135 participants and $8,500,267 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8.5MPlan net assets, end of year$8,499,124
Participants135Covered participants reported
Assets / participant$63KComputed: assets ÷ participants$62,965 (computed)
Provider compensation$40.8K3 Schedule C provider row(s)$40,840
- Plan sponsor
- Demoulin Brothers & Company
- EIN
- 37-0244250
- Plan number
- 003
- Plan type
- 2
- Location
- Greenville, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 135 | H, C | 20240730081850NAL0020365489001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$8.5M total assets
Net assets$8.5MLiabilities$1.1K
Full reported line items
Net assets
- Total assets (EOY)
- $8,500,267
- Total liabilities (EOY)
- $1,143
- Net assets (EOY)
- $8,499,124
- Net assets (BOY)
- $8,041,402
Income & contributions
- Employer contributions
- $125,708
- Participant contributions
- $316,432
- Total contributions
- $442,140
- Total income / additions
- $1,619,878
Expenses & distributions
- Benefits paid
- $1,120,173
- Administrative expenses
- $40,840
- Total expenses
- $1,162,156
- Net increase / (decrease)
- $457,722
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
28%72%
Employer 28%Participant 72%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income69%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Retirement Plan Services | NONE | $21,221 | not reported in the loaded dataset | 2023 |
| Moneta Group LLC | NONE | $19,619 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |