2023 Form 5500 filing — Davis Construction, 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 20241010073727NAL0020647121001) for Davis Construction, Inc. 401(K) Plan, reported by Davis Construction, Inc. under EIN 38-1912617 and plan number 003. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010073727NAL0020647121001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Davis Construction, Inc.
- EIN
- 38-1912617
- Plan number
- 003
- Location
- Lansing, MI
- Participants
- 163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,930,089
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,930,089
- Participant contributions
- $184,965
- Total income / additions
- $1,362,798
- Benefits paid
- $1,211,759
- Administrative expenses
- $29,710
- Total expenses
- $1,285,791
- Net increase / (decrease)
- $77,007
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gradient Securities LLC | BROKER/ADVISOR | $0 | $19,078 |
| Kdp Retirement Plan Services Inc | CONTRACT ADMIN | $9,175 | not reported in the loaded dataset |
| Empower Advisory Group LLC | INVESTMENT MGMT | $4,796 | not reported in the loaded dataset |