Dutton-Lainson Company 401(K) Profit Sharing Plan — Form 5500 plan (Dutton-Lainson Company)
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-Lainson Company 401(K) Profit Sharing Plan is a benefit plan reported by Dutton-Lainson Company under EIN 47-0147640 and plan number 004. The latest loaded filing year is 2023. The filing reports 334 participants and $28,605,802 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dutton-Lainson Company
- EIN
- 47-0147640
- Plan number
- 004
- Plan type
- 2
- Location
- Hastings, NE
- Latest filing year
- 2023
- Participants
- 334
- End-of-year plan assets
- $28,605,802
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 334 | H, C | 20250331134414NAL0003477507001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,605,802
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,605,802
- Net assets (BOY)
- $23,469,227
Income & contributions
- Employer contributions
- $456,354
- Participant contributions
- $1,236,215
- Total contributions
- $1,702,569
- Total income / additions
- $7,183,036
Expenses & distributions
- Benefits paid
- $2,375,927
- Administrative expenses
- $65,843
- Total expenses
- $2,441,770
- Net increase / (decrease)
- $4,741,266
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cwm LLC | INVESTMENT ADVISOR | $39,117 | $0 | 2023 |
| Benefit Plans, Inc. | CONTRACT ADMIN | $5,202 | $10,000 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $13,720 | $0 | 2023 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $12,896 | $0 | 2023 |
| Core Cpas Pc | AUDITOR | $8,628 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,982 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dutton-Lainson Company
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Hastings, NE
- Cwm LLC — Schedule C compensation
- Benefit Plans, Inc. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Core Cpas Pc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation