2023 Form 5500 filing — Douglass Colony Group, 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 20251216085013NAL0002650529001) for Douglass Colony Group, Inc. 401(K) Plan, reported by Douglass Colony Group Inc. under EIN 84-0513471 and plan number 001. It reports 399 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)$14.3MReported net assets$14,265,093
Participants399
Provider compensation$100.5K4 Schedule C row(s)$100,483
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20251216085013NAL0002650529001
- Plan sponsor
- Douglass Colony Group Inc.
- EIN
- 84-0513471
- Plan number
- 001
- Location
- Commerce City, CO
- 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)$14.3M total assets
Net assets$14.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $14,265,093
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,265,093
- Employer contributions
- $759,659
- Participant contributions
- $579,870
- Total income / additions
- $3,193,988
- Benefits paid
- $961,650
- Administrative expenses
- $70,481
- Total expenses
- $1,032,165
- Net increase / (decrease)
- $2,161,823
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $70,480 | $0 |
| Morgan Stanley | OTHER SERVICES | $0 | $30,003 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |