Davis & Company 401(k) Plan
Davis & Company, Montvale NJ. Employer ID 223112339, plan number 001. Annual reports on file for 2009 to 2024.
Where the money went
- Filed 2009-2024Davis & Company 401(k) Plan, Davis & Company
- 2024Assets transferred to Bswift, LLC. Retirement Trust
- 2015Assets transferred to Aetna 401(k) Plan
- 2019Assets transferred to Cvs Health Future Fund 401(k) Plan
- TodayCvs Health Future Fund 401(k) Plan still files. The Vanguard Group, Inc. keeps the records. That is where to ask.
Records are kept by The Vanguard Group, Inc., per the 2024 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2024: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2013 | 30 | — | Filing |
| 2014 | 29 | — | Filing |
| 2015 | 32 | 2 | Filing |
| 2016 | 33 | 2 | Filing |
| 2017 | 33 | 2 | Filing |
| 2018 | 35 | 6 | Filing |
| 2019 | 35 | 5 | Filing |
| 2020 | 34 | 5 | Filing |
| 2021 | 36 | 5 | Filing |
| 2022 | 34 | 5 | Filing |
| 2023 | 37 | 11 | Filing |
| 2024 | 0 | 0 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.