2023 Form 5500 filing — Davis Mail Services, Inc. Retirement 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 20240826095558NAL0005411155001) for Davis Mail Services, Inc. Retirement Plan, reported by Davis Mail Services, Inc. under EIN 26-2864093 and plan number 001. It reports 532 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240826095558NAL0005411155001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Davis Mail Services, Inc.
- EIN
- 26-2864093
- Plan number
- 001
- Location
- Jacksonville, FL
- Participants
- 532
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,268,363
- Total liabilities (EOY)
- $4,577
- Net assets (EOY)
- $2,263,786
- Employer contributions
- $522,825
- Participant contributions
- $81,105
- Total income / additions
- $872,756
- Benefits paid
- $759,630
- Administrative expenses
- $32,423
- Total expenses
- $796,630
- Net increase / (decrease)
- $76,126
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Premier Retirement Partners | NONE | $15,907 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | NONE | $8,641 | $0 |