2023 Form 5500 filing — Davies Office Refurbishing, Inc. 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 20250515085513NAL0028901440001) for Davies Office Refurbishing, Inc. 401(K) Profit Sharing Plan, reported by Davies Office Refurbishing, Inc. under EIN 14-1566162 and plan number 001. It reports 230 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)$3.7MReported net assets$3,738,044
Participants230
Provider compensation$24.9K3 Schedule C row(s)$24,906
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250515085513NAL0028901440001
Plan sponsor
Davies Office Refurbishing, Inc.
EIN
14-1566162
Plan number
001
Location
Albany, NY
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)$3.7M total assets
Net assets$3.7MLiabilities$0
Money in vs. money out
Total income / additions$644.4K
Total expenses$263.9K
Benefits paid / distributions$253.9K
Contributions
EmployerNot reported
Participant$150.9K
Full reported line items
Total assets (EOY)
$3,738,044
Total liabilities (EOY)
$0
Net assets (EOY)
$3,738,044
Participant contributions
$150,910
Total income / additions
$644,433
Benefits paid
$253,931
Administrative expenses
$10,016
Total expenses
$263,947
Net increase / (decrease)
$380,486
Schedule C

Reported service provider compensation

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

  1. 1
    OTHER SERVICES · Direct $0 · Indirect $14.9K
  2. 2
    CONTRACT ADMINISTRATOR · Direct $10K · Indirect $0
  3. 3
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250515085513NAL0028901440001 cover?
It is the 2023 Form 5500 filing for Davies Office Refurbishing, Inc. 401(K) Profit Sharing Plan, reported by Davies Office Refurbishing, Inc. (EIN 14-1566162).
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