2023 Form 5500 filing — The Davis Companies 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 20240801162125NAL0051740994001) for The Davis Companies 401(K) Plan, reported by Davis Management Company, LLC under EIN 26-2592013 and plan number 001. It reports 152 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801162125NAL0051740994001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Davis Management Company, LLC
- EIN
- 26-2592013
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 152
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,817,541
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,817,541
- Employer contributions
- $840,644
- Participant contributions
- $1,587,984
- Total income / additions
- $6,557,586
- Benefits paid
- $1,659,484
- Administrative expenses
- $78,289
- Total expenses
- $1,737,773
- Net increase / (decrease)
- $4,819,813
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Massachusetts Mutual Life Insurance | SERVICE PROVIDER | $0 | $55,872 |
| The Angell Pension Group, Inc. | THIRD PARTY ADMINISTRATO | $0 | $11,773 |