2023 Form 5500 filing — Davies Claims Solutions, LLC 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 20241011161524NAL0012745203001) for Davies Claims Solutions, LLC 401(K) Plan, reported by Davies Claims Solutions, LLC under EIN 43-1954328 and plan number 001. It reports 149 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)$8MReported net assets$7,988,982
Participants149
Provider compensation$33.4K3 Schedule C row(s)$33,419
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011161524NAL0012745203001
Plan sponsor
Davies Claims Solutions, LLC
EIN
43-1954328
Plan number
001
Location
Nashville, TN
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)$8M total assets
Net assets$8MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$1.8M
Benefits paid / distributions$1.8M
Contributions
Employer$137.5K
Participant$332.1K
Full reported line items
Total assets (EOY)
$7,988,982
Total liabilities (EOY)
$0
Net assets (EOY)
$7,988,982
Employer contributions
$137,509
Participant contributions
$332,141
Total income / additions
$1,702,736
Benefits paid
$1,824,335
Administrative expenses
$11,414
Total expenses
$1,835,749
Net increase / (decrease)
-$133,013
Schedule C

Reported service provider compensation

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

  1. 1
    BROKER/ADVISER · Direct $0 · Indirect $22.5K
  2. 2
    INVESTMENT MGMT · Direct $9.8K
  3. 3
    RECORDKEEPER · Direct $1.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011161524NAL0012745203001 cover?
It is the 2023 Form 5500 filing for Davies Claims Solutions, LLC 401(K) Plan, reported by Davies Claims Solutions, LLC (EIN 43-1954328).
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