Doxim 401(K) Plan — Form 5500 plan (Doxim, 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, Doxim 401(K) Plan is a benefit plan reported by Doxim, Inc. under EIN 81-3162418 and plan number 001. The latest loaded filing year is 2023. The filing reports 692 participants and $24,962,415 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$25MPlan net assets, end of year$24,962,415
Participants692Covered participants reported
Assets / participant$36.1KComputed: assets ÷ participants$36,073 (computed)
Provider compensation$79.9K2 Schedule C provider row(s)$79,884
Plan sponsor
Doxim, Inc.
EIN
81-3162418
Plan number
001
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    692 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$25M total assets
Net assets$25MLiabilities$0
Money in vs. money out
Total income / additions$6.5M
Total expenses$2.8M
Benefits paid / distributions$2.7M
Contributions
Employer$928.6K
Participant$2M
Full reported line items

Net assets

Total assets (EOY)
$24,962,415
Total liabilities (EOY)
$0
Net assets (EOY)
$24,962,415
Net assets (BOY)
$21,171,727

Income & contributions

Employer contributions
$928,629
Participant contributions
$2,024,945
Total contributions
$3,118,683
Total income / additions
$6,542,649

Expenses & distributions

Benefits paid
$2,669,757
Administrative expenses
$79,884
Total expenses
$2,751,961
Net increase / (decrease)
$3,790,688
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 31%Participant 69%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income41%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $68.2K · Indirect $0
  2. 2
    Adp, Inc.$11.7K
    RECORD KEEPER · Direct $11.7K · Indirect $0

Related Form 5500 pages