Steven Douglas Associates LLC 401(K) Profit Sharing Plan — Form 5500 plan (Steven Douglas Associates LLC)
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, Steven Douglas Associates LLC 401(K) Profit Sharing Plan is a benefit plan reported by Steven Douglas Associates LLC under EIN 82-3141626 and plan number 003. The latest loaded filing year is 2023. The filing reports 519 participants and $19,693,879 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Steven Douglas Associates LLC
- EIN
- 82-3141626
- Plan number
- 003
- Plan type
- 2
- Location
- Sunrise, FL
- Latest filing year
- 2023
- Participants
- 519
- End-of-year plan assets
- $19,693,879
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 519 | H, C | 20240709051508NAL0020454384001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,693,879
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,693,879
- Net assets (BOY)
- $14,804,048
Income & contributions
- Employer contributions
- $228,336
- Participant contributions
- $2,906,863
- Total contributions
- $3,256,865
- Total income / additions
- $6,174,427
Expenses & distributions
- Benefits paid
- $1,200,567
- Administrative expenses
- $82,238
- Total expenses
- $1,284,596
- Net increase / (decrease)
- $4,889,831
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $48,340 | $387 | 2023 |
| Adp, Inc. | RECORD KEEPER | $30,885 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Mesirow Financial Investment Manage | INVESTMENT/FINANCIAL ADVI | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Steven Douglas Associates LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Sunrise, FL
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation
- Mesirow Financial Investment Manage — Schedule C compensation