Duke School 401(K) Plan — Form 5500 plan (Duke School)
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, Duke School 401(K) Plan is a benefit plan reported by Duke School under EIN 58-1521494 and plan number 003. The latest loaded filing year is 2023. The filing reports 167 participants and $9,312,483 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Duke School
- EIN
- 58-1521494
- Plan number
- 003
- Plan type
- 2
- Location
- Durham, NC
- Latest filing year
- 2023
- Participants
- 167
- End-of-year plan assets
- $9,312,483
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 167 | H, C | 20250407121037NAL0009271763001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,312,483
- Net assets (EOY)
- $9,312,483
- Net assets (BOY)
- $9,424,449
Income & contributions
- Employer contributions
- $402,008
- Participant contributions
- $326,718
- Total contributions
- $744,519
- Total income / additions
- $1,791,154
Expenses & distributions
- Benefits paid
- $1,859,048
- Administrative expenses
- $33,743
- Total expenses
- $1,903,120
- Net increase / (decrease)
- -$111,966
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mvp Plan Administrators, Inc | CONTRACT ADMINISTRATOR | $16,038 | not reported in the loaded dataset | 2023 |
| Gordon Asset Management | INVESTMENT ADVISOR | $15,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $2,705 | $0 | 2023 |