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, The Davis Companies 401(K) Plan is a benefit plan reported by Davis Management Company, LLC under EIN 26-2592013 and plan number 001. The latest loaded filing year is 2023. The filing reports 152 participants and $26,817,541 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,817,541
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,817,541
- Net assets (BOY)
- $21,997,728
Income & contributions
- Employer contributions
- $840,644
- Participant contributions
- $1,587,984
- Total contributions
- $2,770,487
- Total income / additions
- $6,557,586
Expenses & distributions
- Benefits paid
- $1,659,484
- Administrative expenses
- $78,289
- Total expenses
- $1,737,773
- Net increase / (decrease)
- $4,819,813