Davidson'S, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Davidson'S, Inc. (EIN 56-0578427) is a plan sponsor located in Prescott, AZ with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
56-0578427
Location
Prescott, AZ
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$15,775,917
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$15,775,917

Contributions & income

Employer contributions
$225,411
Participant contributions
$1,030,574
Total income / additions
$3,380,646

Expenses & distributions

Benefits paid / distributions
$738,677
Total expenses
$782,644
Net increase / (decrease)
$2,598,002

Coverage

Total reported participants
615
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Davidson'S, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Davidson'S, Inc. Employees' Profit Sharing Plan And Trust001317$15,775,9172023
Davidson'S, Inc. Health And Welfare Plan501298not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Davidson'S, Inc.
YearPlanParticipantsSchedulesFiling
2023Davidson'S, Inc. Employees' Profit Sharing Plan And Trust317H, C20241003140829NAL0009941889001
2023Davidson'S, Inc. Health And Welfare Plan29820250609162035NAL0023818720001

Related Form 5500 pages