J Davis Architects, Pc Employee Stock Ownership Plan — Form 5500 plan (J Davis Architects, Pc)
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 Employee Stock Ownership Plan is a benefit plan reported by J Davis Architects, Pc under EIN 56-2230849 and plan number 002. The latest loaded filing year is 2023. The filing reports 107 participants and $3,760,160 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J Davis Architects, Pc
- EIN
- 56-2230849
- Plan number
- 002
- Plan type
- 2
- Location
- Raleigh, NC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 107 | I | 20241015091526NAL0048622016001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $3,760,160
- Total liabilities (EOY)
- $7,336,854
- Net assets (EOY)
- -$3,576,694
- Net assets (BOY)
- -$2,862,429
Income & contributions
- Employer contributions
- $453,210
- Participant contributions
- $0
- Total income / additions
- -$573,540
Expenses & distributions
- Benefits paid
- $4,075
- Administrative expenses
- $0
- Total expenses
- $140,725
- Net increase / (decrease)
- -$714,265
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.