Davidson Group, Inc. 401(K) Plan — Form 5500 plan (Davidson Chevrolet, Inc.)

Plain-English plan 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, Davidson Group, Inc. 401(K) Plan is a benefit plan reported by Davidson Chevrolet, Inc. under EIN 16-1230125 and plan number 002. The latest loaded filing year is 2023. The filing reports 412 participants and $14,475,484 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Davidson Chevrolet, Inc.
EIN
16-1230125
Plan number
002
Plan type
2
Location
Rome, NY
Latest filing year
2023
Participants
412
End-of-year plan assets
$14,475,484

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023412H, C20241008140533NAL0017752833001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,475,484
Total liabilities (EOY)
$36,951
Net assets (EOY)
$14,438,533
Net assets (BOY)
$12,187,135

Income & contributions

Employer contributions
$230,456
Participant contributions
$753,475
Total contributions
$1,026,229
Total income / additions
$3,422,629

Expenses & distributions

Benefits paid
$1,095,034
Administrative expenses
$45,828
Total expenses
$1,171,231
Net increase / (decrease)
$2,251,398

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nbt Bancorp NaTRUSTEE$45,833$02023
Charles Schwab & Co., Inc.NONE$0$02023
Epic Retirement Plan ServicesNONE$0$02023

Related Form 5500 pages