2023 Form 5500 filing — C. Davis Electric Co., Inc. 401(K) Profit-Sharing 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 20240726091011NAL0015201761001) for C. Davis Electric Co., Inc. 401(K) Profit-Sharing Plan, reported by C. Davis Electric Co., Inc. under EIN 59-1685202 and plan number 001. It reports 198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726091011NAL0015201761001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- C. Davis Electric Co., Inc.
- EIN
- 59-1685202
- Plan number
- 001
- Location
- Miramar, FL
- Participants
- 198
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,085,649
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,085,649
- Employer contributions
- $276,077
- Participant contributions
- $677,157
- Total income / additions
- $2,656,625
- Benefits paid
- $1,275,271
- Administrative expenses
- $47,271
- Total expenses
- $1,322,542
- Net increase / (decrease)
- $1,334,083
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milestone Investments, Inc. | ADVISORY/SERV ICE PROVIDE | $28,562 | not reported in the loaded dataset |
| Nationwide | RECORDKEEPER | $15,700 | $0 |
| Wipfli | THIRD PARTY ADMIN | $10,805 | not reported in the loaded dataset |
| Nwa | THIRD PARTY ADMIN | $7,905 | $0 |