DAVIES OFFICE REFURBISHING, INC. EMPLOYEE STOCK OWNERSHIP PLAN · ALBANY, NY · plan year 2022
Plan assets · 2022
$10.2M
Davies Office Refurbishing, Inc.'s 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $10,182,861 across 139 participant accounts. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in New York (3,582nd of 5,648), and 2,895th of 4,246 in wholesale trade.
Plan summary
Net assets, end of year$10,182,861
Participants with balances139
Active participants99
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$73,258
Benefits paid to participants$634,813
Plan auditQualified audit opinion
AuditorMAIKEL & TRAINOR, CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$8.6M · 135 accts
2023$8.2M · 131 accts
2022$10.2M · 139 accts
Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
All plans at this employer2
DAVIES OFFICE REFURBISHING, INC. 401(K) PROFIT SHARING PLAN401(k)
DAVIES OFFICE REFURBISHING, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Source: U.S. Department of Labor, Form 5500 series, EIN 141566162 ·
Verify on EFAST2 ·
Amounts are as reported by the plan sponsor for the plan year shown.