Davis Legacy, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Davis Legacy, INC.
  • Sponsor EIN: 843519953
  • Sponsor Address: 9280 S. TOMLIN HILL ROAD, COLUMBIA, MO, 65201
  • Plan Type: 401(k)
  • Total Participants: 5
  • Total Assets: $1.2M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20245$1.2M$0$3,297
20235$1.1M$0$3,677
20224$1.1M$0$1,043

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