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DUALITE, INC. SAVINGS & RETIREMENT PLAN 401k Plan overview

Plan NameDUALITE, INC. SAVINGS & RETIREMENT PLAN
Plan identification number 001

DUALITE, INC. SAVINGS & RETIREMENT 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.
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DUALITE, INC. has sponsored the creation of one or more 401k plans.

Company Name:DUALITE, INC.
Employer identification number (EIN):310570908
NAIC Classification:335900

Additional information about DUALITE, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1954-10-26
Company Identification Number: 242822
Legal Registered Office Address: 7 WEST SEVENTH ST
STE 1400
CINCINNATI
United States of America (USA)
45202

More information about DUALITE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DUALITE, INC. SAVINGS & RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PAULA MUELLER2024-06-14
0012022-01-01PAULA MUELLER2023-05-16
0012021-01-01PAULA MUELLER2022-05-09
0012020-01-01PAULA MUELLER2021-04-30
0012019-01-01PAULA MUELLER2020-04-20
0012018-01-01PAULA MUELLER2019-06-19
0012017-01-01PAULA MUELLER2018-05-14
0012016-01-01PAULA MUELLER2017-07-31
0012015-01-01PAULA MUELLER2016-06-24
0012014-01-01PAULA MUELLER2015-06-19
0012013-01-01PAULA MUELLER2014-06-30
0012012-01-01PAULA MUELLER
0012011-01-01PAULA MUELLER
0012009-01-01PAULA MUELLER PAULA MUELLER2010-10-11

Financial Data on DUALITE, INC. SAVINGS & RETIREMENT PLAN

Measure Date Value
2025 : DUALITE, INC. SAVINGS & RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-3018081
Total expenses incurred by plan in this plan year2025-07-30811799
Net assets as of the end of the plan year2025-07-305939465
Total assets as of the beginning of the plan year2025-07-305809675
Value of plan covered by a fidelity bond2025-07-30500000
Participant contributions to plan in this plan year2025-07-30165575
Other income to plan in this plan year2025-07-30731387
Plan net income in this plan year2025-07-30111709
Net assets as of the end of the plan year2025-07-305939465
Net assets as of the beginning of the plan year2025-07-305809675
Employer contributions to plan in this plan year2025-07-3026546
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-303540
2024 : DUALITE, INC. SAVINGS & RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-14160041
Net assets as of the end of the plan year2024-06-145809675
Total assets as of the beginning of the plan year2024-06-144966672
Value of plan covered by a fidelity bond2024-06-14500000
Participant contributions to plan in this plan year2024-06-14170639
Other income to plan in this plan year2024-06-14813763
Plan net income in this plan year2024-06-14843003
Net assets as of the end of the plan year2024-06-145809675
Net assets as of the beginning of the plan year2024-06-144966672
Employer contributions to plan in this plan year2024-06-1418642
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-142878
2022 : DUALITE, INC. SAVINGS & RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-09232279
Net assets as of the end of the plan year2022-05-097528283
Total assets as of the beginning of the plan year2022-05-096346124
Value of plan covered by a fidelity bond2022-05-09500000
Participant contributions to plan in this plan year2022-05-09139364
Other contributions to plan in this plan year2022-05-09111018
Other income to plan in this plan year2022-05-091153693
Plan net income in this plan year2022-05-091182159
Net assets as of the end of the plan year2022-05-097528283
Net assets as of the beginning of the plan year2022-05-096346124
Employer contributions to plan in this plan year2022-05-0910363
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-094503
2012 : DUALITE, INC. SAVINGS & RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,049,854
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$79,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$72,527
Value of total corrective distributions2012-12-31$6,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$348,702
Value of total assets at end of year2012-12-31$7,057,945
Value of total assets at beginning of year2012-12-31$6,087,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$725
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$209,083
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$209,083
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$326,837
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$12
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$4
Other income not declared elsewhere2012-12-31$8,176
Total non interest bearing cash at end of year2012-12-31$4,077
Total non interest bearing cash at beginning of year2012-12-31$3,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$970,220
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,057,945
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,087,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,155,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,492,164
Value of interest in common/collective trusts at end of year2012-12-31$414,822
Value of interest in common/collective trusts at beginning of year2012-12-31$120,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$482,602
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$471,330
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$471,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$482,589
Net investment gain or loss from common/collective trusts2012-12-31$1,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$21,865
Employer contributions (assets) at end of year2012-12-31$956
Employer contributions (assets) at beginning of year2012-12-31$897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$72,527
Contract administrator fees2012-12-31$725
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLARK, SCHAEFER, HACKETT, & CO.
Accountancy firm EIN2012-12-31310800053
2011 : DUALITE, INC. SAVINGS & RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$338,521
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$368,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$355,664
Value of total corrective distributions2011-12-31$11,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$432,307
Value of total assets at end of year2011-12-31$6,087,725
Value of total assets at beginning of year2011-12-31$6,117,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$557
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$135,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$135,201
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$317,681
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$93,479
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$4
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$10
Total non interest bearing cash at end of year2011-12-31$3,197
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-29,645
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,087,725
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,117,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,492,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,430,584
Value of interest in common/collective trusts at end of year2011-12-31$120,133
Value of interest in common/collective trusts at beginning of year2011-12-31$208,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$471,330
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$478,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$478,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-230,908
Net investment gain or loss from common/collective trusts2011-12-31$1,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$21,147
Employer contributions (assets) at end of year2011-12-31$897
Employer contributions (assets) at beginning of year2011-12-31$271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$355,664
Contract administrator fees2011-12-31$557
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLARK, SCHAEFER, HACKETT, & CO.
Accountancy firm EIN2011-12-31310800053
2010 : DUALITE, INC. SAVINGS & RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,095,807
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$720,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$709,087
Value of total corrective distributions2010-12-31$9,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,445,854
Value of total assets at end of year2010-12-31$6,117,370
Value of total assets at beginning of year2010-12-31$4,742,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,485
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$337,145
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,087,281
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$10
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$5
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$4,165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,375,370
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,117,370
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,742,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,430,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,076,084
Value of interest in common/collective trusts at end of year2010-12-31$208,441
Value of interest in common/collective trusts at beginning of year2010-12-31$124,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$478,064
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$536,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$536,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$647,018
Net investment gain or loss from common/collective trusts2010-12-31$2,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$21,428
Employer contributions (assets) at end of year2010-12-31$271
Employer contributions (assets) at beginning of year2010-12-31$653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$709,087
Contract administrator fees2010-12-31$1,485
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CLARK, SCHAEFER, HACKETT, & CO.
Accountancy firm EIN2010-12-31310800053
2009 : DUALITE, INC. SAVINGS & RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for DUALITE, INC. SAVINGS & RETIREMENT PLAN

2012: DUALITE, INC. SAVINGS & RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DUALITE, INC. SAVINGS & RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DUALITE, INC. SAVINGS & RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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