Dummen Na, Inc. 401k Retirement Plan — Form 5500 plan (Dummen Na, 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, Dummen Na, Inc. 401k Retirement Plan is a benefit plan reported by Dummen Na, Inc. under EIN 46-0946062 and plan number 001. The latest loaded filing year is 2023. The filing reports 396 participants and $21,450,616 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dummen Na, Inc.
EIN
46-0946062
Plan number
001
Plan type
2
Location
Columbus, OH
Latest filing year
2023
Participants
396
End-of-year plan assets
$21,450,616

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023396H, C20241015165225NAL0049004112001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,450,616
Total liabilities (EOY)
$0
Net assets (EOY)
$21,450,616
Net assets (BOY)
$17,790,577

Income & contributions

Employer contributions
$591,930
Participant contributions
$1,376,438
Total contributions
$2,404,147
Total income / additions
$5,697,328

Expenses & distributions

Benefits paid
$1,942,501
Administrative expenses
$36,049
Total expenses
$2,037,289
Net increase / (decrease)
$3,660,039

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Retirement Plans, Inc.INVESTMENT/FINANCIAL ADVI$31,004$02023
Adp, Inc.RECORD KEEPER$5,044$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages