Douglas Investment Management Inc 401(K) Plan — Form 5500 plan (Douglas Investment Management Inc)
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, Douglas Investment Management Inc 401(K) Plan is a benefit plan reported by Douglas Investment Management Inc under EIN 84-2528034 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $496,243 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Douglas Investment Management Inc
- EIN
- 84-2528034
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Walton Beach, FL
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $496,243
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20241017091111NAL0016305267001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $496,243
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $496,243
- Net assets (BOY)
- $496,243
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $0
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $0
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.