2023 Form 5500 filing — Davis Development, Inc. 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 20240731162328NAL0014552915001) for Davis Development, Inc. 401(K) Plan, reported by Davis Development, Inc. under EIN 62-1623857 and plan number 001. It reports 543 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)$15.7MReported net assets$15,715,008
Participants543
Provider compensation$71K4 Schedule C row(s)$70,990
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240731162328NAL0014552915001
- Plan sponsor
- Davis Development, Inc.
- EIN
- 62-1623857
- Plan number
- 001
- Location
- Stockbridge, GA
- Received date
- not reported in the loaded dataset
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)$15.7M total assets
Net assets$15.7MLiabilities$4.6K
Full reported line items
- Total assets (EOY)
- $15,719,622
- Total liabilities (EOY)
- $4,614
- Net assets (EOY)
- $15,715,008
- Employer contributions
- $1,539,449
- Participant contributions
- $2,470,932
- Total income / additions
- $6,013,928
- Benefits paid
- $739,495
- Administrative expenses
- $83,348
- Total expenses
- $828,112
- Net increase / (decrease)
- $5,185,816
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Madison Avenue Securities LLC | INVESTMENT ADVISOR | $27,421 | not reported in the loaded dataset |
| Trg Administrative Services LLC Dba | CONTRACT ADMIN | $18,254 | $5,206 |
| Trg Fiduciary Services LLC | INVESTMENT ADVISOR | $14,639 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $5,470 | $0 |