2023 Form 5500 filing — C. S. Davidson, 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 20241011071040NAL0022345953001) for C. S. Davidson, Inc. Employee Stock Ownership Plan, reported by C. S. Davidson, Inc. under EIN 23-1305536 and plan number 002. It reports 118 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011071040NAL0022345953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- C. S. Davidson, Inc.
- EIN
- 23-1305536
- Plan number
- 002
- Location
- York, PA
- Participants
- 118
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,893,267
- Total liabilities (EOY)
- $1,909,825
- Net assets (EOY)
- $5,983,442
- Employer contributions
- $531,367
- Total income / additions
- $504,715
- Benefits paid
- $154,235
- Administrative expenses
- $4,229
- Total expenses
- $201,989
- Net increase / (decrease)
- $302,726
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Counsel Trust Company | NONE | $4,229 | $0 |
| Dimensional Fund Advisors Lp | NONE | $0 | $0 |
| Doubleline Capital Lp | NONE | $0 | $0 |
| Gateway Investment Advisors, LLC | NONE | $0 | $0 |
| Harding Loevner Lp | NONE | $0 | $0 |
| Jp Morgan Investment Inc | NONE | $0 | $0 |
| Kopernik Global Investors, LLC | NONE | $0 | $0 |
| Mairs & Power Inc | NONE | $0 | $0 |
| Northern Trust Investments Inc | NONE | $0 | $0 |
| Ofi Steelpath, Inc. | NONE | $0 | $0 |
| Sei Investments Corp | NONE | $0 | $0 |