M. Davis Management Co. Inc. 401(k) Plan: Login, Facts & Contact Information
M. Davis Management Co. Inc. 401(k) Login
58 former M. Davis Management Co. Inc. employees still have money in this plan.
We don't have a verified login link for this plan's recordkeeper (Capital Bank And Trust). Beagle can locate your account.
Retirement plan providers can change. This information is from the plan's 2024 filing.
M. Davis Management Co. Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 2, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $198,151 went into the plan in contributions, $58,505 of it from the employer (30%).
- $1.99 million was paid out to participants.
- Investment and other income added $346,616.
- Administrative expenses were $5,675, about $57 per account.
How the M. Davis Management Co. Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 89 | $1.27 million | $24,745 | $5,622 |
| 2020 | 107 | $2.30 million | $21,042 | $336,940 |
| 2021 | 271 | $2.72 million | $73,776 | $118,537 |
| 2022 | 253 | $2.93 million | $87,136 | $200,914 |
| 2023 | 172 | $3.86 million | $122,617 | $18,194 |
| 2024 | 258 | $2.42 million | $58,505 | $1.99 million |
M. Davis Management Co. Inc. 401(k) Contact Information
Questions about the M. Davis Management Co. Inc. 401(k)
Does M. Davis Management Co. Inc contribute to the 401(k)?
The plan does not report an employer matching arrangement on its Form 5500. It did report $58,505 in employer contributions for plan year 2024.
Does the M. Davis Management Co. Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the M. Davis Management Co. Inc 401(k) plan?
258 participants at the start of plan year 2024, 122 of them active employees, and 58 former employees who still had money in the plan.
What is the average 401(k) balance at M. Davis Management Co. Inc?
About $24,396 per account: $2.42 million in plan assets across 99 accounts with a balance at the end of plan year 2024.
Who manages the M. Davis Management Co. Inc 401(k) accounts?
CAPITAL BANK AND TRUST is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at M. Davis Management Co. Inc. How do I access my 401(k)?
Your account stays with CAPITAL BANK AND TRUST after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.