The Dunlap & Kyle Co., Inc. Profit Sharing Plan And Trust — Form 5500 plan (Dunlap & Kyle Co., 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, The Dunlap & Kyle Co., Inc. Profit Sharing Plan And Trust is a benefit plan reported by Dunlap & Kyle Co., Inc. under EIN 64-0349856 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,948 participants and $117,663,219 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dunlap & Kyle Co., Inc.
- EIN
- 64-0349856
- Plan number
- 001
- Plan type
- 3
- Location
- Batesville, MS
- Latest filing year
- 2023
- Participants
- 1,948
- End-of-year plan assets
- $117,663,219
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,948 | H, C | 20241230125114NAL0017253569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $117,663,219
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $117,663,219
- Net assets (BOY)
- $103,631,858
Income & contributions
- Employer contributions
- $2,658,646
- Participant contributions
- $6,639,730
- Total contributions
- $9,312,843
- Total income / additions
- $26,152,662
Expenses & distributions
- Benefits paid
- $11,986,892
- Administrative expenses
- $134,409
- Total expenses
- $12,121,301
- Net increase / (decrease)
- $14,031,361
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $62,825 | $0 | 2023 |
| Hardy Reed LLC | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Williams Pitts And Beard Pllc | NONE | $23,000 | not reported in the loaded dataset | 2023 |
| Hub International Gulf South | NONE | $7,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dunlap & Kyle Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MS
- 401(k) and benefit plan filings in Batesville, MS
- The Vanguard Group, Inc. — Schedule C compensation
- Hardy Reed LLC — Schedule C compensation
- Williams Pitts And Beard Pllc — Schedule C compensation
- Hub International Gulf South — Schedule C compensation