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, Doxa Insurance Holdings, LLC 401(K) Plan is a benefit plan reported by Doxa Insurance Holdings, LLC under EIN 47-4868271 and plan number 002. The latest loaded filing year is 2023. The filing reports 248 participants and $39,873,024 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,873,024
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,873,024
- Net assets (BOY)
- $32,340,559
Income & contributions
- Employer contributions
- $1,260,021
- Participant contributions
- $2,944,277
- Total contributions
- $6,443,622
- Total income / additions
- $11,674,677
Expenses & distributions
- Benefits paid
- $4,035,640
- Administrative expenses
- $100,984
- Total expenses
- $4,142,212
- Net increase / (decrease)
- $7,532,465