Duluth Holdings, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Duluth Holdings 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, Duluth Holdings, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Duluth Holdings Inc. under EIN 39-1564801 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,155 participants and $38,840,611 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Duluth Holdings Inc.
- EIN
- 39-1564801
- Plan number
- 001
- Plan type
- 2
- Location
- Mount Horeb, WI
- Latest filing year
- 2023
- Participants
- 2,155
- End-of-year plan assets
- $38,840,611
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,155 | H, C | 20241011085537NAL0043734674001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,840,611
- Total liabilities (EOY)
- $24,097
- Net assets (EOY)
- $38,816,514
- Net assets (BOY)
- $30,131,429
Income & contributions
- Employer contributions
- $2,145,731
- Participant contributions
- $3,979,445
- Total contributions
- $7,017,945
- Total income / additions
- $12,938,675
Expenses & distributions
- Benefits paid
- $4,131,946
- Administrative expenses
- $121,644
- Total expenses
- $4,253,590
- Net increase / (decrease)
- $8,685,085
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $114,172 | not reported in the loaded dataset | 2023 |
| Oneamerica Inv Adv Services, LLC | NONE | $7,472 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Duluth Holdings Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Mount Horeb, WI
- Oneamerica Retirement Services, LLC — Schedule C compensation
- Oneamerica Inv Adv Services, LLC — Schedule C compensation
- Matrix Trust Company — Schedule C compensation