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, Fenner Dunlop Retirement And Savings Plan is a benefit plan reported by Fenner Dunlop Americas, Inc. under EIN 58-0255700 and plan number 001. The latest loaded filing year is 2023. The filing reports 531 participants and $38,143,012 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,143,012
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,143,012
- Net assets (BOY)
- $35,684,096
Income & contributions
- Employer contributions
- $1,105,359
- Participant contributions
- $1,502,443
- Total contributions
- $2,803,897
- Total income / additions
- $7,873,113
Expenses & distributions
- Benefits paid
- $5,300,767
- Administrative expenses
- $111,193
- Total expenses
- $5,414,197
- Net increase / (decrease)
- $2,458,916