Doc Maintenance, Inc. 401(K) Plan — Form 5500 plan (Doc Maintenance, Inc.)
Plain-English plan 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, Doc Maintenance, Inc. 401(K) Plan is a benefit plan reported by Doc Maintenance, Inc. under EIN 20-2048005 and plan number 001. The latest loaded filing year is 2023. The filing reports 312 participants and $5,025,248 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Doc Maintenance, Inc.
- EIN
- 20-2048005
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Mill, SC
- Latest filing year
- 2023
- Participants
- 312
- End-of-year plan assets
- $5,025,248
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 312 | H, C | 20240926112237NAL0000573569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,025,248
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,025,248
- Net assets (BOY)
- $3,794,002
Income & contributions
- Employer contributions
- $336,275
- Participant contributions
- $541,722
- Total contributions
- $892,570
- Total income / additions
- $1,618,401
Expenses & distributions
- Benefits paid
- $349,397
- Administrative expenses
- $37,758
- Total expenses
- $387,155
- Net increase / (decrease)
- $1,231,246
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jones Gregg Financial, LLC | INVESTMENT ADVISOR | $21,126 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Co Of America | RECORDKEEPER | $12,671 | $0 | 2023 |
| Pentegra Services, Inc. | CONTRACT ADMINISTRATOR | $2,880 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $741 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Doc Maintenance, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Fort Mill, SC
- Jones Gregg Financial, LLC — Schedule C compensation
- Empower Annuity Ins. Co Of America — Schedule C compensation
- Pentegra Services, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation