Plan5500

Duncan-Parnell, Inc. 401(K) Plan And Trust — Form 5500 plan (Duncan-Parnell, 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-Parnell, Inc. 401(K) Plan And Trust is a benefit plan reported by Duncan-Parnell, Inc. under EIN 56-0561956 and plan number 002. The latest loaded filing year is 2023. The filing reports 248 participants and $24,281,134 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Duncan-Parnell, Inc.
EIN
56-0561956
Plan number
002
Plan type
2
Location
Charlotte, NC
Latest filing year
2023
Participants
248
End-of-year plan assets
$24,281,134

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023248H, C20251212140624NAL0009262610001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,281,134
Total liabilities (EOY)
$0
Net assets (EOY)
$24,281,134
Net assets (BOY)
$18,565,426

Income & contributions

Employer contributions
$1,941,990
Participant contributions
$1,348,224
Total contributions
$3,381,346
Total income / additions
$6,601,790

Expenses & distributions

Benefits paid
$812,743
Administrative expenses
$73,339
Total expenses
$886,082
Net increase / (decrease)
$5,715,708

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Advisory Services.NONE$40,524not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$25,290$02023
Mccannon Rogers Driscoll & AssocNONE$7,525not reported in the loaded dataset2023

Related Form 5500 pages