2023 Form 5500 filing — Doane University Defined Contribution Retirement 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 20241014121240NAL0026117649001) for Doane University Defined Contribution Retirement Plan, reported by Doane University under EIN 47-0377991 and plan number 001. It reports 644 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014121240NAL0026117649001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Doane University
- EIN
- 47-0377991
- Plan number
- 001
- Location
- Crete, NE
- Participants
- 644
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,415,067
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,415,067
- Employer contributions
- $799,721
- Participant contributions
- $1,237,126
- Total income / additions
- $7,373,576
- Benefits paid
- $3,407,544
- Administrative expenses
- $58,750
- Total expenses
- $3,466,294
- Net increase / (decrease)
- $3,907,282
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $59,584 | $0 |
| Mariner Retirement Advisors | INVESTMENT ADVISOR | $35,690 | not reported in the loaded dataset |
| Ascensus Inc | OTHER | $0 | $10,709 |
| Ascensus Holdings Dba Futureplan | CONTRACT ADMIN | $3,540 | not reported in the loaded dataset |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $520 | not reported in the loaded dataset |