Plan5500

Cornelia Nixon Davis, 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, Cornelia Nixon Davis, Inc. (EIN 56-6065223) is a plan sponsor located in Wilmington, NC 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
56-6065223
Location
Wilmington, NC
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Cornelia Nixon Davis, Inc.

  • 2 loaded plans hold $3.2M in reported assets.
  • The largest, Cornelia Nixon Davis, Inc. Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 543 reported participants.
  • 1 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.2MSummed across loaded plans$3,207,696
Total reported assets$3.2M$3,207,696
Total reported participants543
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.2M total assets
Net assets$3.2MLiabilities$0
Contributions & income
Employer contributions$61K
Participant contributions$207.2K
Total income / additions$779.2K
Expenses & distributions
Benefits paid / distributions$805K
Total expenses$841.7K
Net increase / (decrease)-$62.5K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Cornelia Nixon Davis, Inc. Retirement Plan
Participants per plan272Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Cornelia Nixon Davis, Inc. Retirement Plan$3.2M
    Plan #001 · 369 participants · 2023
  2. 2
    Cornelia Nixon Davis Health Care Center Flexible Benefits Plannot reported in the loaded dataset
    Plan #501 · 174 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Cornelia Nixon Davis, Inc.. Open one for its full reported snapshot.

  1. 2023
    Cornelia Nixon Davis, Inc. Retirement Plan369 participants · 2Sch HSch C
    View filing →
  2. 2023
    Cornelia Nixon Davis Health Care Center Flexible Benefits Plan174 participants · 2Sch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Cornelia Nixon Davis, Inc. report on Form 5500?
Cornelia Nixon Davis, Inc. (EIN 56-6065223) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Cornelia Nixon Davis, Inc.?
The Employer Identification Number (EIN) reported for Cornelia Nixon Davis, Inc. is 56-6065223.
What is the latest Form 5500 filing year for Cornelia Nixon Davis, Inc.?
The latest loaded Form 5500 filing year for Cornelia Nixon Davis, Inc. is 2023.

Related Form 5500 pages