2023 Form 5500 filing — Century 21 Davis Realty, Inc. Profit Sharing 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 20240620144417NAL0003003970001) for Century 21 Davis Realty, Inc. Profit Sharing Plan, reported by J A Myers Investments, Inc. under EIN 85-1017387 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.1MReported net assets$2,051,551
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240620144417NAL0003003970001
Plan sponsor
J A Myers Investments, Inc.
EIN
85-1017387
Plan number
001
Location
Grass Valley, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.1M total assets
Net assets$2.1MLiabilities$0
Money in vs. money out
Total income / additions$99.8K
Total expenses$70K
Benefits paid / distributions$60K
Contributions
Employer$1.5K
Participant$0
Full reported line items
Total assets (EOY)
$2,051,551
Total liabilities (EOY)
$0
Net assets (EOY)
$2,051,551
Employer contributions
$1,500
Participant contributions
$0
Total income / additions
$99,820
Benefits paid
$60,000
Administrative expenses
$4,795
Total expenses
$70,013
Net increase / (decrease)
$29,807

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240620144417NAL0003003970001 cover?
It is the 2023 Form 5500 filing for Century 21 Davis Realty, Inc. Profit Sharing Plan, reported by J A Myers Investments, Inc. (EIN 85-1017387).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages