2023 Form 5500 filing — Davis Tool, Inc. Profit Sharing Plan And Trust
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 20241009110136NAL0010545779001) for Davis Tool, Inc. Profit Sharing Plan And Trust, reported by Davis Tool, Inc. under EIN 93-0774431 and plan number 001. It reports 226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009110136NAL0010545779001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Davis Tool, Inc.
- EIN
- 93-0774431
- Plan number
- 001
- Location
- Hillsboro, OR
- Participants
- 226
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,958,317
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,958,317
- Employer contributions
- $274,775
- Participant contributions
- $494,683
- Total income / additions
- $2,545,928
- Benefits paid
- $1,436,320
- Administrative expenses
- $1,824
- Total expenses
- $1,446,515
- Net increase / (decrease)
- $1,099,413
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $1,800 | $0 |
| Columbia Funds | NONE | $0 | $0 |
| Dws Investments | NONE | $0 | $0 |
| Pimco Funds | NONE | $0 | $0 |
| Invesco Funds | NONE | $0 | $0 |
| Jp Morgan Funds | NONE | $0 | $0 |
| Victory Funds | NONE | $0 | $0 |
| Fidelity | NONE | $0 | $0 |
| Voya Investment Management | NONE | $0 | $0 |