Davis Defense Group, Inc. 401(K) — Form 5500 plan (Davis Defense Group, 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 Defense Group, Inc. 401(K) is a benefit plan reported by Davis Defense Group, Inc. under EIN 32-0000601 and plan number 001. The latest loaded filing year is 2023. The filing reports 270 participants and $16,735,267 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Davis Defense Group, Inc.
EIN
32-0000601
Plan number
001
Plan type
2
Location
Stafford, VA
Latest filing year
2023
Participants
270
End-of-year plan assets
$16,735,267

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023270H, C20241015112637NAL0016229379001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,735,267
Total liabilities (EOY)
$0
Net assets (EOY)
$16,735,267
Net assets (BOY)
$13,125,242

Income & contributions

Employer contributions
$631,495
Participant contributions
$1,674,301
Total contributions
$2,388,310
Total income / additions
$4,848,376

Expenses & distributions

Benefits paid
$1,181,127
Administrative expenses
$57,224
Total expenses
$1,238,351
Net increase / (decrease)
$3,610,025

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$29,360$02023
Janney Montgomery Scott LLCADVISOR$27,864not reported in the loaded dataset2023

Related Form 5500 pages