Dual North America, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Dual North America, 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, Dual North America, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Dual North America, Inc. under EIN 46-4468812 and plan number 001. The latest loaded filing year is 2023. The filing reports 631 participants and $50,968,607 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dual North America, Inc.
EIN
46-4468812
Plan number
001
Plan type
2
Location
Naples, FL
Latest filing year
2023
Participants
631
End-of-year plan assets
$50,968,607

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023631H, C20250430183724NAL0002286849001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$50,968,607
Total liabilities (EOY)
$0
Net assets (EOY)
$50,968,607
Net assets (BOY)
$14,217,029

Income & contributions

Employer contributions
$2,442,464
Participant contributions
$4,914,619
Total contributions
$11,022,234
Total income / additions
$15,699,201

Expenses & distributions

Benefits paid
$2,493,014
Administrative expenses
$59,645
Total expenses
$2,552,659
Net increase / (decrease)
$13,146,542

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$34,663$02023
Merrill Lynch Pierce Fenner & SmithCONSULTANT$24,982$192023

Related Form 5500 pages