Plan5500

District Medical Group, Inc. Profit Sharing And 401(K) Plan & Trust — Form 5500 plan (District Medical Group, 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, District Medical Group, Inc. Profit Sharing And 401(K) Plan & Trust is a benefit plan reported by District Medical Group, Inc. under EIN 20-8106540 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,119 participants and $265,945,740 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$265.9MPlan net assets, end of year$265,945,740
Participants1.1KCovered participants reported1,119
Assets / participant$237.7KComputed: assets ÷ participants$237,664 (computed)
Provider compensation$234.4K5 Schedule C provider row(s)$234,403
Plan sponsor
District Medical Group, Inc.
EIN
20-8106540
Plan number
001
Plan type
2
Location
Phoenix, AZ
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

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

  1. 2023
    1,119 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)$265.9M total assets
Net assets$265.9MLiabilities$0
Money in vs. money out
Total income / additions$60M
Total expenses$29.7M
Benefits paid / distributions$29.5M
Contributions
Employer$10.5M
Participant$8.9M
Full reported line items

Net assets

Total assets (EOY)
$265,945,740
Total liabilities (EOY)
$0
Net assets (EOY)
$265,945,740
Net assets (BOY)
$235,725,260

Income & contributions

Employer contributions
$10,546,570
Participant contributions
$8,904,840
Total contributions
$19,782,520
Total income / additions
$59,951,151

Expenses & distributions

Benefits paid
$29,493,948
Administrative expenses
$234,344
Total expenses
$29,730,671
Net increase / (decrease)
$30,220,480
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 54%Participant 46%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income49%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
    T Rowe Price Rps Inc$85.1K
    NONE · Direct $85.1K · Indirect $0
  2. 2
    Capfinancial Partners LLC$83.3K
    NONE · Direct $83.3K
  3. 3
    Cbiz Cpas P.C.$34.6K
    NONE · Direct $34.6K
  4. 4
    Charles Schwab & Co., Inc.$26.2K
    NONE · Direct $26.2K · Indirect $0
  5. 5
    Cbiz Retirement Plan Services$5.2K
    NONE · Direct $5.2K

What to inspect next

Frequently asked questions

Who sponsors the District Medical Group, Inc. Profit Sharing And 401(K) Plan & Trust?
District Medical Group, Inc. Profit Sharing And 401(K) Plan & Trust is reported as sponsored by District Medical Group, Inc. (EIN 20-8106540, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for District Medical Group, Inc. Profit Sharing And 401(K) Plan & Trust?
The latest Form 5500 filing year loaded for District Medical Group, Inc. Profit Sharing And 401(K) Plan & Trust is 2023.
How many participants does District Medical Group, Inc. Profit Sharing And 401(K) Plan & Trust report?
District Medical Group, Inc. Profit Sharing And 401(K) Plan & Trust reports 1,119 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for District Medical Group, Inc. Profit Sharing And 401(K) Plan & Trust?
District Medical Group, Inc. Profit Sharing And 401(K) Plan & Trust reports $265,945,740 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages