2023 Form 5500 filing — Douglas Elliman LLC 401k Retirement Savings 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 20241015170206NAL0058845554001) for Douglas Elliman LLC 401k Retirement Savings Plan, reported by Douglas Elliman LLC under EIN 14-1875073 and plan number 001. It reports 938 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)$40.5MReported net assets$40,468,675
Participants938
Provider compensation$60.4K5 Schedule C row(s)$60,364
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015170206NAL0058845554001
Plan sponsor
Douglas Elliman LLC
EIN
14-1875073
Plan number
001
Location
New York, NY
Received date
not reported in the loaded dataset
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)$40.5M total assets
Net assets$40.5MLiabilities$0
Money in vs. money out
Total income / additions$9.7M
Total expenses$5.2M
Benefits paid / distributions$5.2M
Contributions
Employer$553.2K
Participant$3.7M
Full reported line items
Total assets (EOY)
$40,468,675
Total liabilities (EOY)
$0
Net assets (EOY)
$40,468,675
Employer contributions
$553,236
Participant contributions
$3,719,860
Total income / additions
$9,731,746
Benefits paid
$5,184,224
Administrative expenses
$12,608
Total expenses
$5,196,832
Net increase / (decrease)
$4,534,914

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Morgan Stanley Smith Barney LLCnot reported in the loaded datasetnot reported in the loaded dataset$41,893
Open Acq LLCTPA$0$18,471
Voya Retirement Ins And Annuity Co.SERVICE PROVI DERnot reported in the loaded datasetnot reported in the loaded dataset
Open Acq LLCnot reported in the loaded datasetnot reported in the loaded datasetnot reported in the loaded dataset
Morgan Stanley Smith Barney LLCnot reported in the loaded datasetnot reported in the loaded datasetnot reported in the loaded dataset

Related Form 5500 pages