2023 Form 5500 filing — D.A. Davidson Companies 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 20250430125936NAL0001175555001) for D.A. Davidson Companies Employee Stock Ownership Plan, reported by D.A. Davidson Companies under EIN 81-0439153 and plan number 002. It reports 1,804 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250430125936NAL0001175555001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- D.A. Davidson Companies
- EIN
- 81-0439153
- Plan number
- 002
- Location
- Great Falls, MT
- Participants
- 1,804
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $149,547,346
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $149,547,346
- Employer contributions
- $3,776,338
- Total income / additions
- $46,521,839
- Benefits paid
- $15,637,739
- Administrative expenses
- $18,000
- Total expenses
- $15,655,739
- Net increase / (decrease)
- $30,866,100
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $18,000 | not reported in the loaded dataset |