Jr. Davis Construction Company, Inc. 401(K) Plan — Form 5500 plan (Jr. Davis Construction Company, 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, Jr. Davis Construction Company, Inc. 401(K) Plan is a benefit plan reported by Jr. Davis Construction Company, Inc. under EIN 59-2571763 and plan number 001. The latest loaded filing year is 2023. The filing reports 982 participants and $16,224,594 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jr. Davis Construction Company, Inc.
- EIN
- 59-2571763
- Plan number
- 001
- Plan type
- 2
- Location
- Kissimmee, FL
- Latest filing year
- 2023
- Participants
- 982
- End-of-year plan assets
- $16,224,594
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 982 | H, C | 20240815145849NAL0013222337001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,224,594
- Net assets (EOY)
- $16,224,594
- Net assets (BOY)
- $11,826,887
Income & contributions
- Employer contributions
- $1,140,026
- Participant contributions
- $1,777,998
- Total contributions
- $3,048,655
- Total income / additions
- $5,188,464
Expenses & distributions
- Benefits paid
- $732,872
- Administrative expenses
- $20,944
- Total expenses
- $790,757
- Net increase / (decrease)
- $4,397,707
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Group Retirement Plan Servi | RECORDKEEPER | $20,265 | $0 | 2023 |
| Bates & Company Pa | CONTRACT ADMIN | $3,400 | $0 | 2023 |
| Na Na Attn Seth Siegel | CONTRACT ADMIN | $680 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jr. Davis Construction Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Kissimmee, FL
- Capital Group Retirement Plan Servi — Schedule C compensation
- Bates & Company Pa — Schedule C compensation
- Na Na Attn Seth Siegel — Schedule C compensation