Davis Mail Services, Inc. Retirement Plan — Form 5500 plan (Davis Mail Services, Inc.)

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 Mail Services, Inc. Retirement Plan is a benefit plan reported by Davis Mail Services, Inc. under EIN 26-2864093 and plan number 001. The latest loaded filing year is 2023. The filing reports 532 participants and $2,268,363 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Davis Mail Services, Inc.
EIN
26-2864093
Plan number
001
Plan type
2
Location
Jacksonville, FL
Latest filing year
2023
Participants
532
End-of-year plan assets
$2,268,363

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023532H, C20240826095558NAL0005411155001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,268,363
Total liabilities (EOY)
$4,577
Net assets (EOY)
$2,263,786
Net assets (BOY)
$2,187,660

Income & contributions

Employer contributions
$522,825
Participant contributions
$81,105
Total contributions
$607,506
Total income / additions
$872,756

Expenses & distributions

Benefits paid
$759,630
Administrative expenses
$32,423
Total expenses
$796,630
Net increase / (decrease)
$76,126

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Premier Retirement PartnersNONE$15,907not reported in the loaded dataset2023
Empower Annuity Insurance CompanyNONE$8,641$02023

Related Form 5500 pages