2023 Form 5500 filing — The Davey 401ksop And Esop
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 20241015092526NAL0027942705001) for The Davey 401ksop And Esop, reported by The Davey Tree Expert Company under EIN 34-0176110 and plan number 004. It reports 9,218 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015092526NAL0027942705001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Davey Tree Expert Company
- EIN
- 34-0176110
- Plan number
- 004
- Location
- Kent, OH
- Participants
- 9,218
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $402,588,204
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $402,588,204
- Employer contributions
- $10,414,460
- Participant contributions
- $19,882,681
- Total income / additions
- $101,900,174
- Benefits paid
- $42,219,084
- Administrative expenses
- $355,429
- Total expenses
- $42,574,513
- Net increase / (decrease)
- $59,325,661
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Argent Trust Company | CONTRACT ADMINISTRATOR | $160,972 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $150,439 | $0 |
| Management Planning Inc | CONTRACT ADMINISTRATOR | $42,974 | not reported in the loaded dataset |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |