Retirement plan

DOUGLAS MACHINES CORP 401(K) PROFIT SHARING PLAN AND TRUST

Name: DOUGLAS MACHINES CORP - DOUGLAS MACHINES CORP 401(K) PROFIT SHARING PLAN AND TRUST (2025) Form 5500
Creator: DOUGLAS MACHINES CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOUGLAS MACHINES CORP 401(K) PROFIT SHARING PLAN AND TRUST, DOUGLAS MACHINES CORP

DOUGLAS MACHINES CORPEIN 59-1906520Plan #001PY 2025

4500 110TH AVE N - CLEARWATER, FL 33762727-461-3477dougmac.comLinkedIn51-200 employeesmachinery

Prospect flagsHigh feesLow assets / participantRecently reached 100 employees

How to read this page

Total assets (EOY)

$5.4M

-4.3% from 2024

Total participants

152

+3.4% from 2024

Average account balance

$35,291

-38.3% from 2024

Annual return

11.85%

+1.08 pp from 2024

Benchmarks

See 341 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort341 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$5.36M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$35K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

152

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

139.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$961K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.85%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$12298

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$1.9M

$17150 / participant

Other / not subdivided$2M100.0%

% of EOY assets

34.848%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$35,291

$95,904-63.2%

$173,730-79.7%

$64,340-45.1%

Participation rate

100.0%

60.6%+39.4pp

79.6%+20.4pp

55.2%+44.8pp

Annual return

11.85%

17.47%-5.6pp

19.96%-8.1pp

24.14%-12.3pp

Employer contribution / active EE

$4,975

$2,323+114.2%

$4,577+8.7%

$1,862+167.2%

Participant deferral / active EE

$3,844

$3,488+10.2%

$6,326-39.2%

$2,980+29.0%

Admin fee / account holder

$12,298

$5,089+141.7%

$17,523-29.8%

$3,703+232.2%

DOUGLAS MACHINES CORP 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DOUGLAS MACHINES CORP 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion