2023 Form 5500 filing — Douglass Colony Group, 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 20251216085013NAL0002650529001) for Douglass Colony Group, Inc. 401(K) Plan, reported by Douglass Colony Group Inc. under EIN 84-0513471 and plan number 001. It reports 399 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251216085013NAL0002650529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Douglass Colony Group Inc.
- EIN
- 84-0513471
- Plan number
- 001
- Location
- Commerce City, CO
- Participants
- 399
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,265,093
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,265,093
- Employer contributions
- $759,659
- Participant contributions
- $579,870
- Total income / additions
- $3,193,988
- Benefits paid
- $961,650
- Administrative expenses
- $70,481
- Total expenses
- $1,032,165
- Net increase / (decrease)
- $2,161,823
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $70,480 | $0 |
| Morgan Stanley | OTHER SERVICES | $0 | $30,003 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |