Duncan Financial Group, LLC — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Duncan Financial Group, LLC is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $24,485 and reported indirect compensation totals $10,000.
Reported compensation summary
- Reported direct compensation
- $24,485
- Reported indirect compensation
- $10,000
- Total reported compensation
- $34,485
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Herkules Usa Corporation, Inc. | PA | 1 | $19,030 |
| Spalding Consulting, Inc. | MD | 1 | $10,000 |
| Cgh Technologies, Inc. | DC | 1 | $5,455 |
State footprint
Plans reporting Duncan Financial Group, LLC are sponsored in DC (1), MD (1), PA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Herkules Usa Corporation, Inc. | Kpm Herkules Group 401(K) Plan | 2023 | $9,030 | $10,000 |
| Spalding Consulting, Inc. | Spalding Consulting, Inc. 401k Plan | 2023 | $10,000 | $0 |
| Cgh Technologies, Inc. | Employee Benefit Plan Of Cgh Technologies, Inc. | 2023 | $5,455 | $0 |
Related Form 5500 pages
- Kpm Herkules Group 401(K) Plan (plan 001)
- Herkules Usa Corporation, Inc. — all reported plans
- Spalding Consulting, Inc. 401k Plan (plan 001)
- Spalding Consulting, Inc. — all reported plans
- Employee Benefit Plan Of Cgh Technologies, Inc. (plan 001)
- Cgh Technologies, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources