Duncan Trucking Ltd. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Duncan & Son Lines, 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, Duncan Trucking Ltd. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Duncan & Son Lines, Inc. under EIN 86-0255867 and plan number 001. The latest loaded filing year is 2023. The filing reports 752 participants and $12,925,917 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Duncan & Son Lines, Inc.
EIN
86-0255867
Plan number
001
Plan type
2
Location
Buckeye, AZ
Latest filing year
2023
Participants
752
End-of-year plan assets
$12,925,917

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023752H, C20241010183919NAL0011822835001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,925,917
Total liabilities (EOY)
$0
Net assets (EOY)
$12,925,917
Net assets (BOY)
$9,666,667

Income & contributions

Employer contributions
$1,027,143
Participant contributions
$1,647,477
Total contributions
$2,804,644
Total income / additions
$4,669,087

Expenses & distributions

Benefits paid
$1,133,953
Administrative expenses
$142,710
Total expenses
$1,409,837
Net increase / (decrease)
$3,259,250

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward D. Jones & Co., L.P.RIA$34,850not reported in the loaded dataset2023
John Hancock Life Insurance Co UsaRECORDKEEPER$12,156not reported in the loaded dataset2023

Related Form 5500 pages