Plan5500

M. Davis & Sons, Inc. 401(K) Plan — Form 5500 plan (M. 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, M. Davis & Sons, Inc. 401(K) Plan is a benefit plan reported by M. Davis & Sons, Inc. under EIN 51-0343859 and plan number 001. The latest loaded filing year is 2023. The filing reports 539 participants and $49,343,667 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
M. Davis & Sons, Inc.
EIN
51-0343859
Plan number
001
Plan type
2
Location
Kennett Square, PA
Latest filing year
2023
Participants
539
End-of-year plan assets
$49,343,667

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023539H, C20250602161218NAL0017565472001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$49,343,667
Total liabilities (EOY)
$0
Net assets (EOY)
$49,343,667
Net assets (BOY)
$42,691,964

Income & contributions

Employer contributions
$590,628
Participant contributions
$3,095,242
Total contributions
$3,835,249
Total income / additions
$10,890,690

Expenses & distributions

Benefits paid
$4,106,145
Administrative expenses
$132,277
Total expenses
$4,238,987
Net increase / (decrease)
$6,651,703

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$132,277$02023
Lpl Financial LLC - RpcpINVESTMENT ADVISORY$0$62,3112023

Related Form 5500 pages