Davis/Burkett Food Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Davis/Burkett Food Corporation)

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/Burkett Food Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Davis/Burkett Food Corporation under EIN 87-0453819 and plan number 001. The latest loaded filing year is 2023. The filing reports 295 participants and $5,034,210 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5MPlan net assets, end of year$5,034,210
Participants295Covered participants reported
Assets / participant$17.1KComputed: assets ÷ participants$17,065 (computed)
Provider compensationNone reported
Plan sponsor
Davis/Burkett Food Corporation
EIN
87-0453819
Plan number
001
Plan type
2
Location
Vernal, UT
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023295H20241014134225NAL0027435985001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5M total assets
Net assets$5MLiabilities$0
Money in vs. money out
Total income / additions$843.4K
Total expenses$111K
Benefits paid / distributions$83.7K
Contributions
Employer$100.8K
Participant$62.4K
Full reported line items

Net assets

Total assets (EOY)
$5,034,210
Total liabilities (EOY)
$0
Net assets (EOY)
$5,034,210
Net assets (BOY)
$4,301,762

Income & contributions

Employer contributions
$100,777
Participant contributions
$62,433
Total contributions
$163,676
Total income / additions
$843,448

Expenses & distributions

Benefits paid
$83,740
Administrative expenses
$27,260
Total expenses
$111,000
Net increase / (decrease)
$732,448
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 62%Participant 38%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income10%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages