Doma 401(K) Plan — Form 5500 plan (Doma Corporate, LLC)

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, Doma 401(K) Plan is a benefit plan reported by Doma Corporate, LLC under EIN 36-5001646 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,964 participants and $77,999,728 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Doma Corporate, LLC
EIN
36-5001646
Plan number
001
Plan type
2
Location
San Francisco, CA
Latest filing year
2023
Participants
1,964
End-of-year plan assets
$77,999,728

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,964H, C20241011172521NAL0011223859001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$77,999,728
Total liabilities (EOY)
$0
Net assets (EOY)
$77,999,728
Net assets (BOY)
$88,120,017

Income & contributions

Employer contributions
$1,149,909
Participant contributions
$4,393,234
Total contributions
$6,169,574
Total income / additions
$18,301,649

Expenses & distributions

Benefits paid
$28,334,689
Administrative expenses
$123,404
Total expenses
$28,458,093
Net increase / (decrease)
-$10,156,444

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$104,572$02023
Strategic Advisors, Inc.ADVISOR$9,982not reported in the loaded dataset2023
Cooper Savas LLCACCOUNTANT/AUDITOR$9,000not reported in the loaded dataset2023

Related Form 5500 pages