2023 Form 5500 filing — The Doctors Management Company 401(K) Savings 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 20241016132843NAL0031854961001) for The Doctors Management Company 401(K) Savings Plan, reported by The Doctors Management Company under EIN 95-2958888 and plan number 002. It reports 1,091 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016132843NAL0031854961001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Doctors Management Company
- EIN
- 95-2958888
- Plan number
- 002
- Location
- Napa, CA
- Participants
- 1,091
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $274,331,914
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $274,331,914
- Employer contributions
- $6,779,818
- Participant contributions
- $10,026,617
- Total income / additions
- $61,688,826
- Benefits paid
- $19,644,678
- Administrative expenses
- -$77,666
- Total expenses
- $19,567,012
- Net increase / (decrease)
- $42,121,814
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $42,641 | not reported in the loaded dataset |
| Wells Fargo Advisors | CONSULTANT | $37,500 | not reported in the loaded dataset |
| Ernst & Young Us Llp | ACCOUNTANT/AUDITOR | $33,900 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$191,563 | $0 |