2023 Form 5500 filing — Davis Defense Group, Inc. 401(K)
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 20241015112637NAL0016229379001) for Davis Defense Group, Inc. 401(K), reported by Davis Defense Group, Inc. under EIN 32-0000601 and plan number 001. It reports 270 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)$16.7MReported net assets$16,735,267
Participants270
Provider compensation$57.2K2 Schedule C row(s)$57,224
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015112637NAL0016229379001
- Plan sponsor
- Davis Defense Group, Inc.
- EIN
- 32-0000601
- Plan number
- 001
- Location
- Stafford, VA
- 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)$16.7M total assets
Net assets$16.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $16,735,267
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,735,267
- Employer contributions
- $631,495
- Participant contributions
- $1,674,301
- Total income / additions
- $4,848,376
- Benefits paid
- $1,181,127
- Administrative expenses
- $57,224
- Total expenses
- $1,238,351
- Net increase / (decrease)
- $3,610,025
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $29,360 | $0 |
| Janney Montgomery Scott LLC | ADVISOR | $27,864 | not reported in the loaded dataset |