Don Durden Employee Stock Ownership Plan — Form 5500 plan (Don Durden, 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, Don Durden Employee Stock Ownership Plan is a benefit plan reported by Don Durden, Inc. under EIN 74-2330985 and plan number 002. The latest loaded filing year is 2023. The filing reports 139 participants and $1,628,167 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Don Durden, Inc.
EIN
74-2330985
Plan number
002
Plan type
2
Location
San Antonio, TX
Latest filing year
2023
Participants
139
End-of-year plan assets
$1,628,167

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023139H, C20241216120621NAL0000875987001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,628,167
Total liabilities (EOY)
$38,652
Net assets (EOY)
$1,589,515
Net assets (BOY)
$2,502,645

Income & contributions

Total contributions
$0
Total income / additions
$779,339

Expenses & distributions

Benefits paid
$1,599,168
Administrative expenses
$93,301
Total expenses
$1,692,469
Net increase / (decrease)
-$913,130

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
BsiNONE$92,961not reported in the loaded dataset2023

Related Form 5500 pages