The Doctor'S Retirement Plan — Form 5500 plan (Plan Compliance Services, 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, The Doctor'S Retirement Plan is a benefit plan reported by Plan Compliance Services, Inc. under EIN 59-3708427 and plan number 021. The latest loaded filing year is 2023. The filing reports 74 participants and $8,009,176 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Plan Compliance Services, Inc.
EIN
59-3708427
Plan number
021
Plan type
3
Location
Clearwater, FL
Latest filing year
2023
Participants
74
End-of-year plan assets
$8,009,176

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202374I, C20250422172934NAL0006907616001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$8,009,176
Net assets (EOY)
$8,009,176
Net assets (BOY)
$3,374,228

Income & contributions

Employer contributions
$220,367
Participant contributions
$356,913
Total income / additions
$1,436,197

Expenses & distributions

Benefits paid
$564,484
Administrative expenses
$61,609
Total expenses
$631,449
Net increase / (decrease)
$804,748

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merit WealthSERVICE PROVIDER$0$37,9702023
American Pension Services, LLCTHIRDPARTY ADMINISTRATOR$4,848$26,9052023

Related Form 5500 pages