Davis Development, Inc. 401(K) Plan — Form 5500 plan (Davis Development, 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 Development, Inc. 401(K) Plan is a benefit plan reported by Davis Development, Inc. under EIN 62-1623857 and plan number 001. The latest loaded filing year is 2023. The filing reports 543 participants and $15,719,622 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Davis Development, Inc.
- EIN
- 62-1623857
- Plan number
- 001
- Plan type
- 2
- Location
- Stockbridge, GA
- Latest filing year
- 2023
- Participants
- 543
- End-of-year plan assets
- $15,719,622
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 543 | H, C | 20240731162328NAL0014552915001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,719,622
- Total liabilities (EOY)
- $4,614
- Net assets (EOY)
- $15,715,008
- Net assets (BOY)
- $10,529,192
Income & contributions
- Employer contributions
- $1,539,449
- Participant contributions
- $2,470,932
- Total contributions
- $4,083,722
- Total income / additions
- $6,013,928
Expenses & distributions
- Benefits paid
- $739,495
- Administrative expenses
- $83,348
- Total expenses
- $828,112
- Net increase / (decrease)
- $5,185,816
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Madison Avenue Securities LLC | INVESTMENT ADVISOR | $27,421 | not reported in the loaded dataset | 2023 |
| Trg Administrative Services LLC Dba | CONTRACT ADMIN | $18,254 | $5,206 | 2023 |
| Trg Fiduciary Services LLC | INVESTMENT ADVISOR | $14,639 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $5,470 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Davis Development, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Stockbridge, GA
- Madison Avenue Securities LLC — Schedule C compensation
- Trg Administrative Services LLC Dba — Schedule C compensation
- Trg Fiduciary Services LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation