2023 Form 5500 filing — Davis & Plomin, Inc. 401(K) Retirement Savings 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 20241014083856NAL0051576242004) for Davis & Plomin, Inc. 401(K) Retirement Savings Plan, reported by Davis & Plomin Mechanical, Inc. under EIN 61-1153242 and plan number 001. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014083856NAL0051576242004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Davis & Plomin Mechanical, Inc.
- EIN
- 61-1153242
- Plan number
- 001
- Location
- Lexington, KY
- Participants
- 156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,937,508
- Net assets (EOY)
- $9,937,508
- Employer contributions
- $456,078
- Participant contributions
- $549,097
- Total income / additions
- $2,394,268
- Benefits paid
- $140,419
- Administrative expenses
- $15,981
- Total expenses
- $156,400
- Net increase / (decrease)
- $2,237,868
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mcm Cpas & Advisors Llp | RECORDKEEPER | $10,750 | $0 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY - PLA | $1,754 | $0 |
| Mcgregor & Associates, Inc. | RECORDKEEPER | $1,378 | $0 |
| Transamerica Financial Life Insuran | RECORDKEEPER | $1,180 | $0 |