2023 Form 5500 filing — W. Douglass Distributing Ltd. 401k 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 20241015133042NAL0016495203001) for W. Douglass Distributing Ltd. 401k Plan, reported by W. Douglass Distributing Ltd. under EIN 75-2685770 and plan number 001. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.6MReported net assets$8,604,059

Participants150

Provider compensation$5.8K2 Schedule C row(s)$5,794

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015133042NAL0016495203001
Plan sponsor: W. Douglass Distributing Ltd.
EIN: 75-2685770
Plan number: 001
Location: Sherman, TX
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.6M total assets

Net assets$8.6MLiabilities$0

Money in vs. money out

Total income / additions$1.7M

Total expenses$2.5M

Benefits paid / distributions$2.5M

Contributions

Employer$237K

Participant$351.3K

Full reported line items

Total assets (EOY): $8,604,059
Total liabilities (EOY): $0
Net assets (EOY): $8,604,059
Employer contributions: $237,015
Participant contributions: $351,312
Total income / additions: $1,660,436
Benefits paid: $2,498,563
Administrative expenses: $1,906
Total expenses: $2,501,740
Net increase / (decrease): -$841,304

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Pentec Pension Mgmt Group, Inc$4.4K
N/A · Direct $0 · Indirect $4.4K
2
Empower Annuity Insurance Co$1.4K
SERVICE PROVIDER · Direct $1.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015133042NAL0016495203001 cover?: It is the 2023 Form 5500 filing for W. Douglass Distributing Ltd. 401k Plan, reported by W. Douglass Distributing Ltd. (EIN 75-2685770).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).