Davidson'S, Inc. Employees' Profit Sharing Plan And Trust — Form 5500 plan (Davidson'S, 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'S, Inc. Employees' Profit Sharing Plan And Trust is a benefit plan reported by Davidson'S, Inc. under EIN 56-0578427 and plan number 001. The latest loaded filing year is 2023. The filing reports 317 participants and $15,775,917 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Davidson'S, Inc.
EIN
56-0578427
Plan number
001
Plan type
2
Location
Prescott, AZ
Latest filing year
2023
Participants
317
End-of-year plan assets
$15,775,917

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023317H, C20241003140829NAL0009941889001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,775,917
Total liabilities (EOY)
$0
Net assets (EOY)
$15,775,917
Net assets (BOY)
$13,177,915

Income & contributions

Employer contributions
$225,411
Participant contributions
$1,030,574
Total contributions
$1,304,034
Total income / additions
$3,380,646

Expenses & distributions

Benefits paid
$738,677
Administrative expenses
$12,700
Total expenses
$782,644
Net increase / (decrease)
$2,598,002

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MgksN/A$8,550not reported in the loaded dataset2023

Related Form 5500 pages