2023 Form 5500 filing — Doc 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 20241015163156NAL0015085427001) for Doc 401(K) Plan, reported by Doc Corporate Group, LLC under EIN 81-1370970 and plan number 001. It reports 337 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)$3.2MReported net assets$3,160,198
Participants337
Provider compensation$7.8K1 Schedule C row(s)$7,835
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015163156NAL0015085427001
Plan sponsor
Doc Corporate Group, LLC
EIN
81-1370970
Plan number
001
Location
Addison, TX
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)$3.2M total assets
Net assets$3.2MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$229.7K
Benefits paid / distributions$183.4K
Contributions
EmployerNot reported
Participant$540.6K
Full reported line items
Total assets (EOY)
$3,160,198
Total liabilities (EOY)
$0
Net assets (EOY)
$3,160,198
Participant contributions
$540,587
Total income / additions
$1,036,320
Benefits paid
$183,420
Administrative expenses
$11,887
Total expenses
$229,652
Net increase / (decrease)
$806,668
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $7.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015163156NAL0015085427001 cover?
It is the 2023 Form 5500 filing for Doc 401(K) Plan, reported by Doc Corporate Group, LLC (EIN 81-1370970).
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