Retirement plan

DAVIES APPLIANCE 401(K) PROFIT SHARING PLAN

Name: DAVIES APPLIANCE, INC. - DAVIES APPLIANCE 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: DAVIES APPLIANCE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAVIES APPLIANCE 401(K) PROFIT SHARING PLAN, DAVIES APPLIANCE, INC.

DAVIES APPLIANCE, INC.EIN 45-5200980Plan #002PY 2025

1580 EL CAMINO REAL - REDWOOD CITY, CA 940631908650-366-5728daviesappliance.comLinkedIn11-50 employees

Prospect flagsLow participationHigh assets / participant

How to read this page

Total assets (EOY)

$3.1M

+27.7% from 2024

Total participants

+18.8% from 2024

Average account balance

$283,625

+16.1% from 2024

Annual return

19.55%

-2.04 pp from 2024

Benchmarks

See 7,537 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,537 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.12M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$284K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

57.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$199K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.55%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$283,625

$123,155+130.3%

$108,753+160.8%

$155,188+82.8%

Participation rate

57.9%

75.6%-17.7pp

71.1%-13.2pp

80.8%-22.9pp

Annual return

19.55%

44.73%-25.2pp

37.47%-17.9pp

148.84%-129.3pp

Employer contribution / active EE

$3,724

$2,811+32.5%

$2,427+53.5%

$4,248-12.3%

Participant deferral / active EE

$6,774

$4,623+46.5%

$4,115+64.6%

$6,531+3.7%

Admin fee / account holder

$12,126-100.0%

$10,320-100.0%

$14,480-100.0%

DAVIES APPLIANCE 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DAVIES APPLIANCE 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion