Plan5500

Retirement Plan For Employees Of A. Duda & Sons, Inc. — Form 5500 plan (A. Duda & Sons, 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, Retirement Plan For Employees Of A. Duda & Sons, Inc. is a benefit plan reported by A. Duda & Sons, Inc. under EIN 59-0700499 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,090 participants and $31,743,686 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
A. Duda & Sons, Inc.
EIN
59-0700499
Plan number
001
Plan type
2
Location
Oviedo, FL
Latest filing year
2023
Participants
1,090
End-of-year plan assets
$31,743,686

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,090H, C20241014113334NAL0045808672001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,743,686
Total liabilities (EOY)
$289,294
Net assets (EOY)
$31,454,392
Net assets (BOY)
$30,328,533

Income & contributions

Employer contributions
$285,000
Total contributions
$285,000
Total income / additions
$4,297,228

Expenses & distributions

Benefits paid
$3,022,619
Administrative expenses
$148,750
Total expenses
$3,171,369
Net increase / (decrease)
$1,125,859

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services, Inc.INVESTMENT ADVISORY$111,804not reported in the loaded dataset2023
Comerica Bank Institutional TrustTRUST$36,946not reported in the loaded dataset2023

Related Form 5500 pages