Plan5500

C. Davis Electric Co., Inc. 401(K) Profit-Sharing Plan — Form 5500 plan (C. Davis Electric Co., 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, C. Davis Electric Co., Inc. 401(K) Profit-Sharing Plan is a benefit plan reported by C. Davis Electric Co., Inc. under EIN 59-1685202 and plan number 001. The latest loaded filing year is 2023. The filing reports 198 participants and $12,085,649 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
C. Davis Electric Co., Inc.
EIN
59-1685202
Plan number
001
Plan type
2
Location
Miramar, FL
Latest filing year
2023
Participants
198
End-of-year plan assets
$12,085,649

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023198H, C20240726091011NAL0015201761001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,085,649
Total liabilities (EOY)
$0
Net assets (EOY)
$12,085,649
Net assets (BOY)
$10,751,566

Income & contributions

Employer contributions
$276,077
Participant contributions
$677,157
Total contributions
$953,234
Total income / additions
$2,656,625

Expenses & distributions

Benefits paid
$1,275,271
Administrative expenses
$47,271
Total expenses
$1,322,542
Net increase / (decrease)
$1,334,083

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Milestone Investments, Inc.ADVISORY/SERV ICE PROVIDE$28,562not reported in the loaded dataset2023
NationwideRECORDKEEPER$15,700$02023
WipfliTHIRD PARTY ADMIN$10,805not reported in the loaded dataset2023
NwaTHIRD PARTY ADMIN$7,905$02023

Related Form 5500 pages