The Doall Group Profit Sharing Plan — Form 5500 plan (Doall Company)
Plain-English plan 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, The Doall Group Profit Sharing Plan is a benefit plan reported by Doall Company under EIN 36-2058122 and plan number 008. The latest loaded filing year is 2023. The filing reports 732 participants and $34,910,841 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Doall Company
- EIN
- 36-2058122
- Plan number
- 008
- Plan type
- 2
- Location
- Vernon Hills, IL
- Latest filing year
- 2023
- Participants
- 732
- End-of-year plan assets
- $34,910,841
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 732 | H, C | 20241029092536NAL0002595459001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,910,841
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,910,841
- Net assets (BOY)
- $33,220,463
Income & contributions
- Employer contributions
- $6,326
- Participant contributions
- $2,141,572
- Total contributions
- $2,255,576
- Total income / additions
- $7,898,618
Expenses & distributions
- Benefits paid
- $6,101,494
- Administrative expenses
- $95,664
- Total expenses
- $6,208,240
- Net increase / (decrease)
- $1,690,378
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | ADVISOR | $55,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $40,664 | $0 | 2023 |