Doane University Defined Contribution Retirement Plan — Form 5500 plan (Doane University)
Plain-English plan 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, Doane University Defined Contribution Retirement Plan is a benefit plan reported by Doane University under EIN 47-0377991 and plan number 001. The latest loaded filing year is 2023. The filing reports 644 participants and $39,415,067 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Doane University
- EIN
- 47-0377991
- Plan number
- 001
- Plan type
- 2
- Location
- Crete, NE
- Latest filing year
- 2023
- Participants
- 644
- End-of-year plan assets
- $39,415,067
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 644 | H, C | 20241014121240NAL0026117649001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,415,067
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,415,067
- Net assets (BOY)
- $35,507,785
Income & contributions
- Employer contributions
- $799,721
- Participant contributions
- $1,237,126
- Total contributions
- $2,087,741
- Total income / additions
- $7,373,576
Expenses & distributions
- Benefits paid
- $3,407,544
- Administrative expenses
- $58,750
- Total expenses
- $3,466,294
- Net increase / (decrease)
- $3,907,282
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $59,584 | $0 | 2023 |
| Mariner Retirement Advisors | INVESTMENT ADVISOR | $35,690 | not reported in the loaded dataset | 2023 |
| Ascensus Inc | OTHER | $0 | $10,709 | 2023 |
| Ascensus Holdings Dba Futureplan | CONTRACT ADMIN | $3,540 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $520 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Doane University
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Crete, NE
- Empower Annuity Ins Co Of America — Schedule C compensation
- Mariner Retirement Advisors — Schedule C compensation
- Ascensus Inc — Schedule C compensation
- Ascensus Holdings Dba Futureplan — Schedule C compensation
- Empower Advisory Group — Schedule C compensation