Plan5500

2023 Form 5500 filing — James G. Davis Construction Corporation Profit Sharing, Stock Ownership, And 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 20241009141647NAL0019415105002) for James G. Davis Construction Corporation Profit Sharing, Stock Ownership, And 401(K) Plan, reported by James G. Davis Construction Corporation under EIN 54-0799423 and plan number 001. It reports 623 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241009141647NAL0019415105002
Filing year
2023
Form type
2
Plan sponsor
James G. Davis Construction Corporation
EIN
54-0799423
Plan number
001
Location
Rockville, MD
Participants
623
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$187,789,678
Net assets (EOY)
$187,789,678
Employer contributions
$8,596,834
Participant contributions
$3,440,806
Total income / additions
$30,145,762
Benefits paid
$9,148,169
Administrative expenses
$349,603
Total expenses
$9,638,966
Net increase / (decrease)
$20,506,796
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Schneider Downs Wealth Mgmt Adv.INVESTMENT ADVISOR$153,943not reported in the loaded dataset
Schneider Downs Ret. SolutionsRECORDKEEPER$108,489not reported in the loaded dataset
Katz Sapper & Miller, LlpPLAN AUDITOR$35,750not reported in the loaded dataset
Charles Schwab Trust CompanyPLAN CUSTODIAN$31,721$0
Legacy Equity Valuations, Inc.STOCK VALUATION PROVIDER$19,700not reported in the loaded dataset

Related Form 5500 pages