Dunafon Group 401(K) Plan — Form 5500 plan (Dunafon Management, 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, Dunafon Group 401(K) Plan is a benefit plan reported by Dunafon Management, Inc. under EIN 43-1563054 and plan number 001. The latest loaded filing year is 2023. The filing reports 174 participants and $2,247,368 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dunafon Management, Inc.
EIN
43-1563054
Plan number
001
Plan type
2
Location
Columbia, MO
Latest filing year
2023
Participants
174
End-of-year plan assets
$2,247,368

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023174H, C20241004075228NAL0019161200001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,247,368
Total liabilities (EOY)
$0
Net assets (EOY)
$2,247,368
Net assets (BOY)
$1,918,780

Income & contributions

Employer contributions
$33,511
Participant contributions
$64,611
Total contributions
$98,122
Total income / additions
$376,841

Expenses & distributions

Benefits paid
$24,194
Administrative expenses
$23,325
Total expenses
$48,253
Net increase / (decrease)
$328,588

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$9,372$02023
Wr Wealth Planners LLCINVESTMENT ADVISOR$7,012not reported in the loaded dataset2023

Related Form 5500 pages