Dungarvin 401(K) Retirement Plan — Form 5500 plan (Dungarvin Group, 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, Dungarvin 401(K) Retirement Plan is a benefit plan reported by Dungarvin Group, Inc. under EIN 41-2022672 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,020 participants and $47,626,789 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dungarvin Group, Inc.
EIN
41-2022672
Plan number
001
Plan type
2
Location
Mendota Heights, MN
Latest filing year
2023
Participants
5,020
End-of-year plan assets
$47,626,789

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,020H, C20240820114035NAL0005778962001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$47,626,789
Total liabilities (EOY)
$0
Net assets (EOY)
$47,626,789
Net assets (BOY)
$39,618,993

Income & contributions

Employer contributions
$1,193,106
Participant contributions
$4,562,229
Total contributions
$6,423,761
Total income / additions
$13,828,761

Expenses & distributions

Benefits paid
$5,547,277
Administrative expenses
$195,073
Total expenses
$5,820,965
Net increase / (decrease)
$8,007,796

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$132,754$02023
Nfp Retirement IncINVESTMENT ADVISOR$62,319not reported in the loaded dataset2023

Related Form 5500 pages