Davis Construction, Inc. 401(K) Plan — Form 5500 plan (Davis Construction, 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, Davis Construction, Inc. 401(K) Plan is a benefit plan reported by Davis Construction, Inc. under EIN 38-1912617 and plan number 003. The latest loaded filing year is 2023. The filing reports 163 participants and $7,930,089 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Davis Construction, Inc.
EIN
38-1912617
Plan number
003
Plan type
2
Location
Lansing, MI
Latest filing year
2023
Participants
163
End-of-year plan assets
$7,930,089

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023163H, C20241010073727NAL0020647121001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,930,089
Total liabilities (EOY)
$0
Net assets (EOY)
$7,930,089
Net assets (BOY)
$7,853,082

Income & contributions

Participant contributions
$184,965
Total contributions
$184,965
Total income / additions
$1,362,798

Expenses & distributions

Benefits paid
$1,211,759
Administrative expenses
$29,710
Total expenses
$1,285,791
Net increase / (decrease)
$77,007

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gradient Securities LLCBROKER/ADVISOR$0$19,0782023
Kdp Retirement Plan Services IncCONTRACT ADMIN$9,175not reported in the loaded dataset2023
Empower Advisory Group LLCINVESTMENT MGMT$4,796not reported in the loaded dataset2023

Related Form 5500 pages