2023 Form 5500 filing — Doxa Insurance Holdings, LLC 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015152240NAL0028916369001) for Doxa Insurance Holdings, LLC 401(K) Plan, reported by Doxa Insurance Holdings, LLC under EIN 47-4868271 and plan number 002. It reports 248 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152240NAL0028916369001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Doxa Insurance Holdings, LLC
- EIN
- 47-4868271
- Plan number
- 002
- Location
- Carpinteria, CA
- Participants
- 248
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,873,024
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,873,024
- Employer contributions
- $1,260,021
- Participant contributions
- $2,944,277
- Total income / additions
- $11,674,677
- Benefits paid
- $4,035,640
- Administrative expenses
- $100,984
- Total expenses
- $4,142,212
- Net increase / (decrease)
- $7,532,465
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc | ADVISOR | $60,867 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $33,134 | $0 |
| Strategic Advisors, Inc | ADVISOR | $7,074 | not reported in the loaded dataset |