2023 Form 5500 filing — The Doall Group Profit Sharing 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 20241029092536NAL0002595459001) for The Doall Group Profit Sharing Plan, reported by Doall Company under EIN 36-2058122 and plan number 008. It reports 732 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241029092536NAL0002595459001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Doall Company
- EIN
- 36-2058122
- Plan number
- 008
- Location
- Vernon Hills, IL
- Participants
- 732
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,910,841
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,910,841
- Employer contributions
- $6,326
- Participant contributions
- $2,141,572
- Total income / additions
- $7,898,618
- Benefits paid
- $6,101,494
- Administrative expenses
- $95,664
- Total expenses
- $6,208,240
- Net increase / (decrease)
- $1,690,378
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | ADVISOR | $55,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $40,664 | $0 |