2023 Form 5500 filing — Doc Maintenance, 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 20240926112237NAL0000573569001) for Doc Maintenance, Inc. 401(K) Plan, reported by Doc Maintenance, Inc. under EIN 20-2048005 and plan number 001. It reports 312 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)$5MReported net assets$5,025,248
Participants312
Provider compensation$37.4K4 Schedule C row(s)$37,418
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240926112237NAL0000573569001
Plan sponsor
Doc Maintenance, Inc.
EIN
20-2048005
Plan number
001
Location
Fort Mill, SC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$5M total assets
Net assets$5MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$387.2K
Benefits paid / distributions$349.4K
Contributions
Employer$336.3K
Participant$541.7K
Full reported line items
Total assets (EOY)
$5,025,248
Total liabilities (EOY)
$0
Net assets (EOY)
$5,025,248
Employer contributions
$336,275
Participant contributions
$541,722
Total income / additions
$1,618,401
Benefits paid
$349,397
Administrative expenses
$37,758
Total expenses
$387,155
Net increase / (decrease)
$1,231,246
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $21.1K
  2. 2
    RECORDKEEPER · Direct $12.7K · Indirect $0
  3. 3
    CONTRACT ADMINISTRATOR · Direct $2.9K
  4. 4
    INVESTMENT MANAGEMENT · Direct $741

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240926112237NAL0000573569001 cover?
It is the 2023 Form 5500 filing for Doc Maintenance, Inc. 401(K) Plan, reported by Doc Maintenance, Inc. (EIN 20-2048005).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages