2023 Form 5500 filing — J. Davis Architects, Pc 401(K) 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 20240924151144NAL0017781840001) for J. Davis Architects, Pc 401(K) Profit Sharing Plan, reported by J. Davis Architects, Pc under EIN 56-2230849 and plan number 001. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924151144NAL0017781840001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- J. Davis Architects, Pc
- EIN
- 56-2230849
- Plan number
- 001
- Location
- Raleigh, NC
- Participants
- 147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,033,517
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,033,517
- Employer contributions
- $316,520
- Participant contributions
- $678,930
- Total income / additions
- $2,454,669
- Benefits paid
- $242,953
- Administrative expenses
- $5,772
- Total expenses
- $253,113
- Net increase / (decrease)
- $2,201,556
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Advisers Inc | INVESTMENT ADVISOR | $29,307 | not reported in the loaded dataset |
| Trinity Pension Group | CONTRACT ADMIN | $2,200 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $800 | $0 |