Plan5500

Documation 401(K) Retirement Plan — Form 5500 plan (Documation, 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, Documation 401(K) Retirement Plan is a benefit plan reported by Documation, Inc. under EIN 74-2569756 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $9,960,497 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Documation, Inc.
EIN
74-2569756
Plan number
001
Plan type
2
Location
San Antonio, TX
Latest filing year
2023
Participants
172
End-of-year plan assets
$9,960,497

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023172H, C20240917144050NAL0001168563001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,960,497
Total liabilities (EOY)
$0
Net assets (EOY)
$9,960,497
Net assets (BOY)
$7,551,755

Income & contributions

Employer contributions
$312,343
Participant contributions
$983,401
Total contributions
$1,348,975
Total income / additions
$2,605,696

Expenses & distributions

Benefits paid
$155,609
Administrative expenses
$41,056
Total expenses
$196,954
Net increase / (decrease)
$2,408,742

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financials GroupNONE$21,048not reported in the loaded dataset2023
Swbc Investment Services, LLCNONE$20,008not reported in the loaded dataset2023

Related Form 5500 pages