2023 Form 5500 filing — Davis Miles, Pllc 401(K) 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 20240531153802NAL0015048225001) for Davis Miles, Pllc 401(K) Plan, reported by Davis Miles, Pllc under EIN 73-1646406 and plan number 001. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.5MReported net assets$7,546,804
Participants177
Provider compensation$33K2 Schedule C row(s)$32,993
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240531153802NAL0015048225001
Plan sponsor
Davis Miles, Pllc
EIN
73-1646406
Plan number
001
Location
Tempe, AZ
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$7.5M total assets
Net assets$7.5MLiabilities$0
Money in vs. money out
Total income / additions$2.3M
Total expenses$283.7K
Benefits paid / distributions$250.7K
Contributions
Employer$223.1K
Participant$998.9K
Full reported line items
Total assets (EOY)
$7,546,804
Total liabilities (EOY)
$0
Net assets (EOY)
$7,546,804
Employer contributions
$223,119
Participant contributions
$998,933
Total income / additions
$2,320,357
Benefits paid
$250,743
Administrative expenses
$32,993
Total expenses
$283,736
Net increase / (decrease)
$2,036,621
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $26.1K
  2. 2
    NONE · Direct $6.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240531153802NAL0015048225001 cover?
It is the 2023 Form 5500 filing for Davis Miles, Pllc 401(K) Plan, reported by Davis Miles, Pllc (EIN 73-1646406).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages