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DUNCAN FINANCIAL SAFE HARBOR 401(K) PLAN 401k Plan overview

Plan NameDUNCAN FINANCIAL SAFE HARBOR 401(K) PLAN
Plan identification number 001

DUNCAN FINANCIAL SAFE HARBOR 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DUNCAN INVESTMENT ADVISORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:DUNCAN INVESTMENT ADVISORS, INC.
Employer identification number (EIN):450596877
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DUNCAN FINANCIAL SAFE HARBOR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHARLES DUNCAN2024-09-23 CHARLES DUNCAN2024-09-23
0012022-01-01CHARLES DUNCAN2023-06-28 CHARLES DUNCAN2023-06-28
0012021-01-01CHARLES DUNCAN2022-06-03 CHARLES DUNCAN2022-06-03
0012020-01-01CHARLES DUNCAN2021-06-11 CHARLES DUNCAN2021-06-11
0012019-01-01CHARLES DUNCAN2020-06-24 CHARLES DUNCAN2020-06-24
0012018-01-01CHARLES DUNCAN2019-07-12 CHARLES DUNCAN2019-07-12
0012017-01-01CHARLES DUNCAN2018-04-23 CHARLES DUNCAN2018-04-23
0012016-01-01CHARLES DUNCAN2017-07-10 CHARLES DUNCAN2017-07-10
0012015-01-01CHARLES DUNCAN2016-06-14 CHARLES DUNCAN2016-06-14
0012014-01-01CHARLES DUNCAN2015-07-14 CHARLES DUNCAN2015-07-14
0012013-01-01CHARLES DUNCAN2014-05-07 CHARLES DUNCAN2014-05-07
0012012-01-01CHARLES DUNCAN2013-07-15 CHARLES DUNCAN2013-07-15
0012011-01-01CHARLES DUNCAN2012-06-21 CHARLES DUNCAN2012-06-21
0012010-01-01CHARLES DUNCAN2011-09-08

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