2023 Form 5500 filing — Davidon Homes Salary Deferral Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240530130646NAL0026963378001) for Davidon Homes Salary Deferral Plan, reported by Davidon Homes under EIN 94-2795275 and plan number 001. It reports 114 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$16.2MReported net assets$16,200,389
Participants114
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240530130646NAL0026963378001
Plan sponsor
Davidon Homes
EIN
94-2795275
Plan number
001
Location
Walnut Creek, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$16.2M total assets
Net assets$16.2MLiabilities$0
Money in vs. money out
Total income / additions$4.4M
Total expenses$4.2M
Benefits paid / distributions$4.2M
Contributions
Employer$129.2K
Participant$744.7K
Full reported line items
Total assets (EOY)
$16,200,389
Total liabilities (EOY)
$0
Net assets (EOY)
$16,200,389
Employer contributions
$129,203
Participant contributions
$744,729
Total income / additions
$4,414,876
Benefits paid
$4,223,678
Administrative expenses
$7,474
Total expenses
$4,242,086
Net increase / (decrease)
$172,790

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240530130646NAL0026963378001 cover?
It is the 2023 Form 5500 filing for Davidon Homes Salary Deferral Plan, reported by Davidon Homes (EIN 94-2795275).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages