A. Duda & Sons, Inc. Retirement And Savings Plan — 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, A. Duda & Sons, Inc. Retirement And Savings Plan is a benefit plan reported by A. Duda & Sons, Inc. under EIN 59-0700499 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,421 participants and $125,067,351 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
003
Plan type
2
Location
Oviedo, FL
Latest filing year
2023
Participants
1,421
End-of-year plan assets
$125,067,351

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,421H, C20241015125930NAL0014674419001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$125,067,351
Total liabilities (EOY)
$0
Net assets (EOY)
$125,067,351
Net assets (BOY)
$114,504,759

Income & contributions

Employer contributions
$4,471,024
Participant contributions
$4,936,088
Total contributions
$9,630,928
Total income / additions
$28,732,781

Expenses & distributions

Benefits paid
$18,064,579
Administrative expenses
$76,382
Total expenses
$18,170,189
Net increase / (decrease)
$10,562,592

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
CbizNONE$35,000not reported in the loaded dataset2023
The Lampo Group, Inc.NONE$26,496not reported in the loaded dataset2023
T Rowe Price Rps IncNONE$14,786$02023

Related Form 5500 pages