Davis-Standard, LLC 401(K) Employee Savings Plan — Form 5500 plan (Davis-Standard, LLC)

Plain-English plan 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, Davis-Standard, LLC 401(K) Employee Savings Plan is a benefit plan reported by Davis-Standard, LLC under EIN 20-2653604 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,070 participants and $157,497,234 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Davis-Standard, LLC
EIN
20-2653604
Plan number
001
Plan type
2
Location
Pawcatuck, CT
Latest filing year
2023
Participants
1,070
End-of-year plan assets
$157,497,234

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,070H, C20241015184921NAL0030672497001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$157,497,234
Total liabilities (EOY)
$0
Net assets (EOY)
$157,497,234
Net assets (BOY)
$146,713,002

Income & contributions

Employer contributions
$3,117,777
Participant contributions
$6,438,741
Total contributions
$11,470,905
Total income / additions
$37,748,427

Expenses & distributions

Benefits paid
$30,429,156
Administrative expenses
$47,974
Total expenses
$30,477,130
Net increase / (decrease)
$7,271,297

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gallagher Benefit Services IncNONE$48,327not reported in the loaded dataset2023
Empower Annty Insur. Co. Of AmericaNONE$18,546$02023
T Rowe Price Rps IncNONE$18,144$02023

Related Form 5500 pages