2023 Form 5500 filing — Doris Duke Management Foundation 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 20241004170120NAL0012470241001) for Doris Duke Management Foundation 401(K) Plan, reported by Doris Duke Management Foundation under EIN 13-4008718 and plan number 002. It reports 311 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)$48.4MReported net assets$48,397,160

Participants311

Provider compensation$69.9K2 Schedule C row(s)$69,895

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241004170120NAL0012470241001
Plan sponsor: Doris Duke Management Foundation
EIN: 13-4008718
Plan number: 002
Location: New York, NY
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)$48.4M total assets

Net assets$48.4MLiabilities$0

Money in vs. money out

Total income / additions$9.6M

Total expenses$3.6M

Benefits paid / distributions$3.6M

Contributions

Employer$1.9M

Participant$772.1K

Full reported line items

Total assets (EOY): $48,397,160
Total liabilities (EOY): $0
Net assets (EOY): $48,397,160
Employer contributions: $1,919,425
Participant contributions: $772,136
Total income / additions: $9,577,228
Benefits paid: $3,577,599
Administrative expenses: $44,718
Total expenses: $3,627,054
Net increase / (decrease): $5,950,174

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$45.5K
CONTRACT ADMINISTRATOR · Direct $45.5K · Indirect $0
2
The Angell Pension Group, Inc.$24.4K
THIRD PARTY ADMIN · Direct $0 · Indirect $24.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004170120NAL0012470241001 cover?: It is the 2023 Form 5500 filing for Doris Duke Management Foundation 401(K) Plan, reported by Doris Duke Management Foundation (EIN 13-4008718).
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).