Duarte Communications 401(K) Plan — Form 5500 plan (Duarte Communications, 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, Duarte Communications 401(K) Plan is a benefit plan reported by Duarte Communications, Inc. under EIN 77-0365272 and plan number 001. The latest loaded filing year is 2023. The filing reports 193 participants and $16,114,140 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Duarte Communications, Inc.
- EIN
- 77-0365272
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Clara, CA
- Latest filing year
- 2023
- Participants
- 193
- End-of-year plan assets
- $16,114,140
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 193 | H, C | 20241001175122NAL0012347216001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,114,140
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,114,140
- Net assets (BOY)
- $14,100,325
Income & contributions
- Employer contributions
- $344,062
- Participant contributions
- $822,524
- Total contributions
- $1,166,586
- Total income / additions
- $3,517,064
Expenses & distributions
- Benefits paid
- $1,402,190
- Administrative expenses
- $101,059
- Total expenses
- $1,503,249
- Net increase / (decrease)
- $2,013,815
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $59,750 | $0 | 2023 |
| Gallagher Fiduciary Advisors LLC | INVESTMENT ADVISORY PLAN | $36,362 | not reported in the loaded dataset | 2023 |
| Nicholas Pension Consultants | RECORDKEEPER | $3,936 | $255 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Duarte Communications, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Clara, CA
- Transamerica Retirement Solutions — Schedule C compensation
- Gallagher Fiduciary Advisors LLC — Schedule C compensation
- Nicholas Pension Consultants — Schedule C compensation