· 2022–2024 · DOL EFAST2

DOUGLAS CAPITAL MANAGEMENT, INC. — PROFIT-SHARING PLAN AND TRUST AGREEMENT OF DOUGLAS CAPITAL MANAGEMENT, INC., Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250731090935NAL0005784641001

DOUGLAS CAPITAL MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

PROFIT-SHARING PLAN AND TRUST AGREEMENT OF DOUGLAS CAPITAL MANAGEMENT, INC.

401(k) retirement plan

Active participants

4

Accounts w/ balance

4

Plan assets (EOY)

$379K

Net assets (EOY)

$379K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

84

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DOUGLAS CAPITAL MANAGEMENT, INC..

Plan sponsor

Name

DOUGLAS CAPITAL MANAGEMENT, INC.

EIN

59-1559296

Address

13500 SUTTON PARK DR SOUTH · SUITE 803 · JACKSONVILLE, FL · 32224

Phone

(904) 285-7866

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-31

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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