2023 Form 5500 filing — Discovery Place, Inc. Retirement Savings 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 20240926114425NAL0001113104001) for Discovery Place, Inc. Retirement Savings Plan, reported by Discovery Place, Inc. under EIN 56-0529944 and plan number 001. It reports 218 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.4MReported net assets$5,364,471
Participants218
Provider compensation$54.6K2 Schedule C row(s)$54,636
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240926114425NAL0001113104001
Plan sponsor
Discovery Place, Inc.
EIN
56-0529944
Plan number
001
Location
Charlotte, NC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.4M total assets
Net assets$5.4MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$396.9K
Benefits paid / distributions$360.1K
Contributions
Employer$229.7K
Participant$329.4K
Full reported line items
Total assets (EOY)
$5,364,471
Total liabilities (EOY)
$0
Net assets (EOY)
$5,364,471
Employer contributions
$229,714
Participant contributions
$329,404
Total income / additions
$1,338,071
Benefits paid
$360,052
Administrative expenses
$36,897
Total expenses
$396,949
Net increase / (decrease)
$941,122
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $36.9K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $17.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240926114425NAL0001113104001 cover?
It is the 2023 Form 5500 filing for Discovery Place, Inc. Retirement Savings Plan, reported by Discovery Place, Inc. (EIN 56-0529944).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages