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, D.A. Davidson Companies Retirement Savings And Profit Sharing Plan is a benefit plan reported by D.A. Davidson Companies under EIN 81-0439153 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,013 participants and $543,142,005 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $543,142,005
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $543,142,005
- Net assets (BOY)
- $421,705,773
Income & contributions
- Employer contributions
- $11,356,669
- Participant contributions
- $21,226,199
- Total contributions
- $37,555,162
- Total income / additions
- $152,076,535
Expenses & distributions
- Benefits paid
- $30,853,517
- Administrative expenses
- $55,799
- Total expenses
- $30,909,316
- Net increase / (decrease)
- $121,167,219