2023 Form 5500 filing — Doggett Company, LLC 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 20241014093324NAL0013066211001) for Doggett Company, LLC 401(K) Plan, reported by Doggett Company, LLC under EIN 83-0501816 and plan number 001. It reports 1,720 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014093324NAL0013066211001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Doggett Company, LLC
- EIN
- 83-0501816
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 1,720
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,208,903
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,208,903
- Employer contributions
- $1,913,996
- Participant contributions
- $5,649,458
- Total income / additions
- $16,141,523
- Benefits paid
- $3,663,092
- Administrative expenses
- $109,731
- Total expenses
- $3,921,034
- Net increase / (decrease)
- $12,220,489
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $66,852 | $0 |
| Alliant Retirement Consulting | INVESTMENT ADVISOR | $26,379 | not reported in the loaded dataset |
| Wrinkle Gardner And Co | ACCOUNTANT/AUDITOR | $16,500 | not reported in the loaded dataset |