Original filing (PDF)20231215154058NAL0017203651001

DAVIS FAMILY SURVIVOR TRUST

Name: DAVIS FAMILY SURVIVOR TRUST — Form 5500 (2022)
Creator: DAVIS FAMILY SURVIVOR TRUST

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVIS FAMILY SURVIVOR TRUST.

Plan sponsor

Name

DAVIS FAMILY SURVIVOR TRUST

EIN

61-6431497

Address

4928 GLENVIEW ST · CHINO HILLS, CA · 91709

Phone

(909) 969-1767

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-03-31

Filed

2023-12-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

THE GARDENS AT SAN CARLOS INC

SPIN-OFF TERMINATION PLAN FOR THE GARDENS AT SAN CARLOS INC

NORTHWEST COMMERCIAL PROPERTY MAINTENANCE, INC.

SPIN-OFF TERMINATION PLAN FOR NORTHWEST COMMERCIAL PROPERTY MAINTENANCE, INC.

DMND HOMES LLC

DMND HOMES LLC 401(K) PLAN

MIDVALE AVENUE ASSOCIATES II L

MIDVALE AVENUE ASSOCIATES II L 401(K) PROFIT SHARING PLAN & TRUST

TEXAS REHABBING SPECIALISTS LL

TEXAS REHABBING SPECIALISTS LL 401(K) PROFIT SHARING PLAN & TRUST