2023 Form 5500 filing — Davenport Energy, Inc/First Piedmont Corporation 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 20241015131727NAL0014702115001) for Davenport Energy, Inc/First Piedmont Corporation 401(K) Profit Sharing Plan, reported by Davenport Energy, Inc/First Piedmont Corporation under EIN 54-0740680 and plan number 001. It reports 382 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$13.8MReported net assets$13,764,135
Participants382
Provider compensation$67.7K2 Schedule C row(s)$67,684
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015131727NAL0014702115001
Plan sponsor
Davenport Energy, Inc/First Piedmont Corporation
EIN
54-0740680
Plan number
001
Location
Chatham, VA
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)$13.8M total assets
Net assets$13.8MLiabilities$0
Money in vs. money out
Total income / additions$4.3M
Total expenses$1.6M
Benefits paid / distributions$1.5M
Contributions
Employer$306.3K
Participant$1.2M
Full reported line items
Total assets (EOY)
$13,764,135
Total liabilities (EOY)
$0
Net assets (EOY)
$13,764,135
Employer contributions
$306,349
Participant contributions
$1,181,020
Total income / additions
$4,320,874
Benefits paid
$1,491,071
Administrative expenses
$67,684
Total expenses
$1,558,755
Net increase / (decrease)
$2,762,119
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $55.1K · Indirect $0
  2. 2
    ADVISOR · Direct $12.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015131727NAL0014702115001 cover?
It is the 2023 Form 5500 filing for Davenport Energy, Inc/First Piedmont Corporation 401(K) Profit Sharing Plan, reported by Davenport Energy, Inc/First Piedmont Corporation (EIN 54-0740680).
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