Plan5500

C. Raymond Davis & Sons, Inc. Employee Benefit Plan — Form 5500 plan (C. Raymond Davis & Sons, 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, C. Raymond Davis & Sons, Inc. Employee Benefit Plan is a benefit plan reported by C. Raymond Davis & Sons, Inc. under EIN 23-1940018 and plan number 501. The latest loaded filing year is 2023. The filing reports 24 participants and $6,174 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$9.8KPlan net assets, end of year-$9,757
Participants24Covered participants reported
Assets / participant$257Computed: assets ÷ participants$257 (computed)
Provider compensation$20.3K4 Schedule C provider row(s)$20,292
Plan sponsor
C. Raymond Davis & Sons, Inc.
EIN
23-1940018
Plan number
501
Plan type
2
Location
Kimberton, PA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    24 participants · 2Sch ISch C
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$6.2K total assets
Net assets-$9.8KLiabilities$15.9K
Money in vs. money out
Total income / additions$309.6K
Total expenses$340.4K
Benefits paid / distributions$166.6K
Contributions
Employer$254K
Participant$53K
Full reported line items

Net assets

Total assets (EOY)
$6,174
Total liabilities (EOY)
$15,931
Net assets (EOY)
-$9,757
Net assets (BOY)
$21,031

Income & contributions

Employer contributions
$253,989
Participant contributions
$52,952
Total income / additions
$309,573

Expenses & distributions

Benefits paid
$166,588
Administrative expenses
$3,405
Total expenses
$340,361
Net increase / (decrease)
-$30,788
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 83%Participant 17%
Benefits paid ÷ total income54%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Acrisure, LLC Dba The Rigg Darlingt$9K
    BROKER · Direct $9K
  2. 2
    The Benecon Group, LLC$6.4K
    BROKER · Direct $6.4K
  3. 3
    Meritain Health, An Aetna Company$3.4K
    ADMIN · Direct $3.4K
  4. 4
    Connectcare3$1.4K
    PATIENT ADVOCATE · Direct $1.4K

What to inspect next

Frequently asked questions

Who sponsors the C. Raymond Davis & Sons, Inc. Employee Benefit Plan?
C. Raymond Davis & Sons, Inc. Employee Benefit Plan is reported as sponsored by C. Raymond Davis & Sons, Inc. (EIN 23-1940018, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for C. Raymond Davis & Sons, Inc. Employee Benefit Plan?
The latest Form 5500 filing year loaded for C. Raymond Davis & Sons, Inc. Employee Benefit Plan is 2023.
How many participants does C. Raymond Davis & Sons, Inc. Employee Benefit Plan report?
C. Raymond Davis & Sons, Inc. Employee Benefit Plan reports 24 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for C. Raymond Davis & Sons, Inc. Employee Benefit Plan?
C. Raymond Davis & Sons, Inc. Employee Benefit Plan reports $6,174 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages