Dutton, Daniels, Hines, Kalkhoff, Cook & Swanson Plc 401(K) Profit Sharing Plan — Form 5500 plan (Dutton, Daniels, Hines, Kalkhoff, Cook & Swanson, Plc)
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, Dutton, Daniels, Hines, Kalkhoff, Cook & Swanson Plc 401(K) Profit Sharing Plan is a benefit plan reported by Dutton, Daniels, Hines, Kalkhoff, Cook & Swanson, Plc under EIN 42-0425795 and plan number 001. The latest loaded filing year is 2023. The filing reports 38 participants and $15,631,231 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dutton, Daniels, Hines, Kalkhoff, Cook & Swanson, Plc
- EIN
- 42-0425795
- Plan number
- 001
- Plan type
- 2
- Location
- Cedar Falls, IA
- Latest filing year
- 2023
- Participants
- 38
- End-of-year plan assets
- $15,631,231
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 38 | I | 20240822165852NAL0002681107001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $15,631,231
- Net assets (EOY)
- $15,631,231
- Net assets (BOY)
- $12,820,458
Income & contributions
- Employer contributions
- $268,846
- Participant contributions
- $133,605
- Total income / additions
- $4,105,743
Expenses & distributions
- Benefits paid
- $1,247,517
- Administrative expenses
- $47,453
- Total expenses
- $1,294,970
- Net increase / (decrease)
- $2,810,773
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.