The Doctors Management Company 401(K) Savings Plan — Form 5500 plan (The Doctors Management Company)
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 Doctors Management Company 401(K) Savings Plan is a benefit plan reported by The Doctors Management Company under EIN 95-2958888 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,091 participants and $274,331,914 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Doctors Management Company
- EIN
- 95-2958888
- Plan number
- 002
- Plan type
- 2
- Location
- Napa, CA
- Latest filing year
- 2023
- Participants
- 1,091
- End-of-year plan assets
- $274,331,914
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,091 | H, C | 20241016132843NAL0031854961001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $274,331,914
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $274,331,914
- Net assets (BOY)
- $232,210,100
Income & contributions
- Employer contributions
- $6,779,818
- Participant contributions
- $10,026,617
- Total contributions
- $18,397,114
- Total income / additions
- $61,688,826
Expenses & distributions
- Benefits paid
- $19,644,678
- Administrative expenses
- -$77,666
- Total expenses
- $19,567,012
- Net increase / (decrease)
- $42,121,814
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $42,641 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors | CONSULTANT | $37,500 | not reported in the loaded dataset | 2023 |
| Ernst & Young Us Llp | ACCOUNTANT/AUDITOR | $33,900 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$191,563 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Doctors Management Company
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Napa, CA
- Strategic Advisors, Inc. — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation
- Ernst & Young Us Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation