Dudek Employee Stock Ownership Plan — Form 5500 plan (Dudek)
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, Dudek Employee Stock Ownership Plan is a benefit plan reported by Dudek under EIN 95-3873865 and plan number 002. The latest loaded filing year is 2023. The filing reports 569 participants and $43,388,530 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dudek
- EIN
- 95-3873865
- Plan number
- 002
- Plan type
- 2
- Location
- Encinitas, CA
- Latest filing year
- 2023
- Participants
- 569
- End-of-year plan assets
- $43,388,530
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 569 | H, C | 20240924171925NAL0007633219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,388,530
- Total liabilities (EOY)
- $13,650,835
- Net assets (EOY)
- $29,737,695
- Net assets (BOY)
- $25,095,674
Income & contributions
- Employer contributions
- $2,394,802
- Total contributions
- $2,394,802
- Total income / additions
- $6,999,407
Expenses & distributions
- Benefits paid
- $1,079,511
- Administrative expenses
- $153,516
- Total expenses
- $1,509,451
- Net increase / (decrease)
- $5,489,956
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pfg | RECORDKEEPER/BOOKKEEPER | $67,274 | not reported in the loaded dataset | 2023 |
| Prairie Capital Advisors, Inc | VALUATION SERVICES | $45,082 | not reported in the loaded dataset | 2023 |
| Cornerstone Fiduciary Services | TRUSTEE | $41,160 | not reported in the loaded dataset | 2023 |