2023 Form 5500 filing — The Douglas Stewart Company, Inc. Employees' Benefit Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241004103346NAL0020233632001) for The Douglas Stewart Company, Inc. Employees' Benefit Plan, reported by The Douglas Stewart Company, Inc. under EIN 39-1319459 and plan number 001. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004103346NAL0020233632001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Douglas Stewart Company, Inc.
- EIN
- 39-1319459
- Plan number
- 001
- Location
- Madison, WI
- Participants
- 177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,142,519
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,142,519
- Employer contributions
- $158,805
- Participant contributions
- $482,031
- Total income / additions
- $2,008,154
- Benefits paid
- $282,631
- Administrative expenses
- $22,465
- Total expenses
- $312,688
- Net increase / (decrease)
- $1,695,466
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alera Group | NONE | $20,384 | not reported in the loaded dataset |
| Minnesota Life Insurance Company | NONE | $2,080 | $0 |