J Davis Architects, Pc — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, J Davis Architects, Pc (EIN 56-2230849) is a plan sponsor located in Raleigh, NC with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 56-2230849
- Location
- Raleigh, NC
- Loaded plans
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $13,793,677
- Total reported liabilities (EOY)
- $7,336,854
- Total reported net assets (EOY)
- $6,456,823
Contributions & income
- Employer contributions
- $769,730
- Participant contributions
- $678,930
- Total income / additions
- $1,881,129
Expenses & distributions
- Benefits paid / distributions
- $247,028
- Total expenses
- $393,838
- Net increase / (decrease)
- $1,487,291
Coverage
- Total reported participants
- 369
- Plans with financial statements
- 2
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| J. Davis Architects, Pc 401(K) Profit Sharing Plan | 001 | 147 | $10,033,517 | 2023 |
| J Davis Architects, Pc Employee Stock Ownership Plan | 002 | 107 | $3,760,160 | 2023 |
| J. Davis Architects, Pc Ancillary Benefits Plan | 502 | 115 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | J. Davis Architects, Pc Ancillary Benefits Plan | 115 | — | 20240923104711NAL0011264785001 |
| 2023 | J. Davis Architects, Pc 401(K) Profit Sharing Plan | 147 | H, C | 20240924151144NAL0017781840001 |
| 2023 | J Davis Architects, Pc Employee Stock Ownership Plan | 107 | I | 20241015091526NAL0048622016001 |