2023 Form 5500 filing — Davenport & Company LLC Flexible Benefits 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 20240729130330NAL0012527715001) for Davenport & Company LLC Flexible Benefits Plan, reported by Davenport & Company LLC under EIN 54-1835842 and plan number 504. It reports 481 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)Not reported

Participants481

Provider compensation$29.5K2 Schedule C row(s)$29,525

Schedules filedSchedule CLoaded schedules

EFAST2 acknowledgement: 20240729130330NAL0012527715001
Plan sponsor: Davenport & Company LLC
EIN: 54-1835842
Plan number: 504
Location: Richmond, VA
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.

2023

Reported financial snapshot

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

This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Anthem Life Insurance Company$28.1K
ADMINISTRATIVE AGREEMENT · Direct $28.1K
2
Alliant Insurance Services Inc$1.4K
BROKERAGE COMMISSION · Direct $0 · Indirect $1.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240729130330NAL0012527715001 cover?: It is the 2023 Form 5500 filing for Davenport & Company LLC Flexible Benefits Plan, reported by Davenport & Company LLC (EIN 54-1835842).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule C (service provider compensation).