Davis Tool, Inc. Profit Sharing Plan And Trust — Form 5500 plan (Davis Tool, 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 Tool, Inc. Profit Sharing Plan And Trust is a benefit plan reported by Davis Tool, Inc. under EIN 93-0774431 and plan number 001. The latest loaded filing year is 2023. The filing reports 226 participants and $11,958,317 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Davis Tool, Inc.
- EIN
- 93-0774431
- Plan number
- 001
- Plan type
- 2
- Location
- Hillsboro, OR
- Latest filing year
- 2023
- Participants
- 226
- End-of-year plan assets
- $11,958,317
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 226 | H, C | 20241009110136NAL0010545779001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,958,317
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,958,317
- Net assets (BOY)
- $10,858,904
Income & contributions
- Employer contributions
- $274,775
- Participant contributions
- $494,683
- Total contributions
- $772,830
- Total income / additions
- $2,545,928
Expenses & distributions
- Benefits paid
- $1,436,320
- Administrative expenses
- $1,824
- Total expenses
- $1,446,515
- Net increase / (decrease)
- $1,099,413
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $1,800 | $0 | 2023 |
| Columbia Funds | NONE | $0 | $0 | 2023 |
| Dws Investments | NONE | $0 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
| Invesco Funds | NONE | $0 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
| Victory Funds | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| Voya Investment Management | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Davis Tool, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Hillsboro, OR
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Columbia Funds — Schedule C compensation
- Dws Investments — Schedule C compensation
- Pimco Funds — Schedule C compensation
- Invesco Funds — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation
- Victory Funds — Schedule C compensation
- Fidelity — Schedule C compensation
- Voya Investment Management — Schedule C compensation