2023 Form 5500 filing — Jr. Davis Construction Company, Inc. 401(K) 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 20240815145849NAL0013222337001) for Jr. Davis Construction Company, Inc. 401(K) Plan, reported by Jr. Davis Construction Company, Inc. under EIN 59-2571763 and plan number 001. It reports 982 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240815145849NAL0013222337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jr. Davis Construction Company, Inc.
- EIN
- 59-2571763
- Plan number
- 001
- Location
- Kissimmee, FL
- Participants
- 982
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,224,594
- Net assets (EOY)
- $16,224,594
- Employer contributions
- $1,140,026
- Participant contributions
- $1,777,998
- Total income / additions
- $5,188,464
- Benefits paid
- $732,872
- Administrative expenses
- $20,944
- Total expenses
- $790,757
- Net increase / (decrease)
- $4,397,707
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Servi | RECORDKEEPER | $20,265 | $0 |
| Bates & Company Pa | CONTRACT ADMIN | $3,400 | $0 |
| Na Na Attn Seth Siegel | CONTRACT ADMIN | $680 | $0 |