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, J. Davis Architects, Pc 401(K) Profit Sharing Plan is a benefit plan reported by J. Davis Architects, Pc under EIN 56-2230849 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $10,033,517 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,033,517
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,033,517
- Net assets (BOY)
- $7,831,961
Income & contributions
- Employer contributions
- $316,520
- Participant contributions
- $678,930
- Total contributions
- $995,450
- Total income / additions
- $2,454,669
Expenses & distributions
- Benefits paid
- $242,953
- Administrative expenses
- $5,772
- Total expenses
- $253,113
- Net increase / (decrease)
- $2,201,556