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 Employee Stock Ownership Plan is a benefit plan reported by D.A. Davidson Companies under EIN 81-0439153 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,804 participants and $149,547,346 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $149,547,346
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $149,547,346
- Net assets (BOY)
- $118,950,259
Income & contributions
- Employer contributions
- $3,776,338
- Total contributions
- $3,776,338
- Total income / additions
- $46,521,839
Expenses & distributions
- Benefits paid
- $15,637,739
- Administrative expenses
- $18,000
- Total expenses
- $15,655,739
- Net increase / (decrease)
- $30,866,100