James G. Davis Construction Corporation Profit Sharing, Stock Ownership, And 401(K) Plan — Form 5500 plan (James G. Davis Construction Corporation)
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, James G. Davis Construction Corporation Profit Sharing, Stock Ownership, And 401(K) Plan is a benefit plan reported by James G. Davis Construction Corporation under EIN 54-0799423 and plan number 001. The latest loaded filing year is 2023. The filing reports 623 participants and $187,789,678 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- James G. Davis Construction Corporation
- EIN
- 54-0799423
- Plan number
- 001
- Plan type
- 2
- Location
- Rockville, MD
- Latest filing year
- 2023
- Participants
- 623
- End-of-year plan assets
- $187,789,678
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 623 | H, C | 20241009141647NAL0019415105002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $187,789,678
- Net assets (EOY)
- $187,789,678
- Net assets (BOY)
- $167,282,882
Income & contributions
- Employer contributions
- $8,596,834
- Participant contributions
- $3,440,806
- Total contributions
- $12,927,014
- Total income / additions
- $30,145,762
Expenses & distributions
- Benefits paid
- $9,148,169
- Administrative expenses
- $349,603
- Total expenses
- $9,638,966
- Net increase / (decrease)
- $20,506,796
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schneider Downs Wealth Mgmt Adv. | INVESTMENT ADVISOR | $153,943 | not reported in the loaded dataset | 2023 |
| Schneider Downs Ret. Solutions | RECORDKEEPER | $108,489 | not reported in the loaded dataset | 2023 |
| Katz Sapper & Miller, Llp | PLAN AUDITOR | $35,750 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Company | PLAN CUSTODIAN | $31,721 | $0 | 2023 |
| Legacy Equity Valuations, Inc. | STOCK VALUATION PROVIDER | $19,700 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for James G. Davis Construction Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Rockville, MD
- Schneider Downs Wealth Mgmt Adv. — Schedule C compensation
- Schneider Downs Ret. Solutions — Schedule C compensation
- Katz Sapper & Miller, Llp — Schedule C compensation
- Charles Schwab Trust Company — Schedule C compensation
- Legacy Equity Valuations, Inc. — Schedule C compensation