2023 Form 5500 filing — Discovery Builders, Inc. 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 20241015151355NAL0014935139001) for Discovery Builders, Inc. 401 K Plan, reported by Discovery Builders, Inc. under EIN 68-0406953 and plan number 002. It reports 158 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)$11.2MReported net assets$11,179,585
Participants158
Provider compensation$55.6K2 Schedule C row(s)$55,551
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015151355NAL0014935139001
- Plan sponsor
- Discovery Builders, Inc.
- EIN
- 68-0406953
- Plan number
- 002
- Location
- Alamo, CA
- Received date
- not reported in the loaded dataset
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)$11.2M total assets
Net assets$11.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,179,585
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,179,585
- Employer contributions
- $37,559
- Participant contributions
- $909,360
- Total income / additions
- $2,585,967
- Benefits paid
- $390,729
- Administrative expenses
- $55,551
- Total expenses
- $446,280
- Net increase / (decrease)
- $2,139,687
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Servic | RETAINED BY EMPLOYER | $55,551 | $0 |
| Ameriprise Financial Services, Inc. | RETAINED BY EMPLOYER | $0 | $0 |