2023 Form 5500 filing — Douglas Investment Management Inc 401(K) 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 20241017091111NAL0016305267001) for Douglas Investment Management Inc 401(K) Plan, reported by Douglas Investment Management Inc under EIN 84-2528034 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241017091111NAL0016305267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Douglas Investment Management Inc
- EIN
- 84-2528034
- Plan number
- 001
- Location
- Fort Walton Beach, FL
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $496,243
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $496,243
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $0
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $0
- Schedule source
- Schedule I