Plan5500

Duncan Aviation, Inc. 401(K) Retirement Plan — Form 5500 plan (Duncan Aviation, 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, Duncan Aviation, Inc. 401(K) Retirement Plan is a benefit plan reported by Duncan Aviation, Inc. under EIN 47-0461109 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,458 participants and $388,762,579 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Duncan Aviation, Inc.
EIN
47-0461109
Plan number
002
Plan type
2
Location
Lincoln, NE
Latest filing year
2023
Participants
3,458
End-of-year plan assets
$388,762,579

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,458H, C20241009121813NAL0010596707001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$388,762,579
Total liabilities (EOY)
$0
Net assets (EOY)
$388,762,579
Net assets (BOY)
$320,340,124

Income & contributions

Employer contributions
$7,103,526
Participant contributions
$21,617,973
Total contributions
$30,604,314
Total income / additions
$95,810,816

Expenses & distributions

Benefits paid
$26,892,184
Administrative expenses
$496,177
Total expenses
$27,388,361
Net increase / (decrease)
$68,422,455

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY CLIENT$390,577$02023
Da DavidsonRETAINED BY CLIENT$90,000not reported in the loaded dataset2023
Forvis LlpRETAINED BY CLIENT$15,600not reported in the loaded dataset2023

Related Form 5500 pages