Davis & Plomin, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Davis & Plomin Mechanical, 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 & Plomin, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Davis & Plomin Mechanical, Inc. under EIN 61-1153242 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $9,937,508 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Davis & Plomin Mechanical, Inc.
- EIN
- 61-1153242
- Plan number
- 001
- Plan type
- 2
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 156
- End-of-year plan assets
- $9,937,508
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20241014083856NAL0051576242004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,937,508
- Net assets (EOY)
- $9,937,508
- Net assets (BOY)
- $7,699,640
Income & contributions
- Employer contributions
- $456,078
- Participant contributions
- $549,097
- Total contributions
- $1,005,175
- Total income / additions
- $2,394,268
Expenses & distributions
- Benefits paid
- $140,419
- Administrative expenses
- $15,981
- Total expenses
- $156,400
- Net increase / (decrease)
- $2,237,868
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mcm Cpas & Advisors Llp | RECORDKEEPER | $10,750 | $0 | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY - PLA | $1,754 | $0 | 2023 |
| Mcgregor & Associates, Inc. | RECORDKEEPER | $1,378 | $0 | 2023 |
| Transamerica Financial Life Insuran | RECORDKEEPER | $1,180 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Davis & Plomin Mechanical, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Mcm Cpas & Advisors Llp — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation
- Mcgregor & Associates, Inc. — Schedule C compensation
- Transamerica Financial Life Insuran — Schedule C compensation