2023 Form 5500 filing — Russ Davis Wholesale, Inc Employee Stock Ownership 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 20241010114522NAL0020917089001) for Russ Davis Wholesale, Inc Employee Stock Ownership Plan, reported by Russ Davis Wholesale, Inc under EIN 41-1111968 and plan number 002. It reports 951 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$82.5MReported net assets$82,521,884
Participants951
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20241010114522NAL0020917089001
- Plan sponsor
- Russ Davis Wholesale, Inc
- EIN
- 41-1111968
- Plan number
- 002
- Location
- Wadena, MN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$92.1M total assets
Net assets$82.5MLiabilities$9.6M
Full reported line items
- Total assets (EOY)
- $92,136,402
- Total liabilities (EOY)
- $9,614,518
- Net assets (EOY)
- $82,521,884
- Employer contributions
- $9,500,000
- Total income / additions
- $4,459,648
- Benefits paid
- $7,107,186
- Administrative expenses
- $0
- Total expenses
- $7,445,194
- Net increase / (decrease)
- -$2,985,546