Get the free Form 11-k

This document is the annual report of The Davey 401KSOP and ESOP, outlining the financial statements, participant contributions, and net assets available for benefits as of December 31, 2022. It includes details about the plan\'s investments, management opinions on financial conditions, and compliance with regulatory requirements under the Employee Retirement Income Security Act (ERISA).

How to fill out form 11-k

How to fill out form 11-k

1. Begin by downloading the Form 11-K from the official SEC website.
2. Fill in the basic information such as the name of the plan and the employer.
3. Include the plan's fiscal year end date.
4. Provide information on the assets held by the plan, including investments and liabilities.
5. Disclose any changes in the plan's management or governing body.
6. Ensure to report participant accounts, if applicable, and state the number of participants in the plan.
7. Review the summary financial information required, including income, expenses, and changes in net assets.
8. Complete the certification section by a qualified individual, such as a CPA.
9. Sign and date the form before submitting it electronically or by mail to the SEC.

Who needs form 11-k?

1. Form 11-K is needed by employee benefit plans that are required to file annual reports under the Employee Retirement Income Security Act (ERISA) with the SEC.
2. Typically, this includes plans that involve employee stock ownership or are regulated by the SEC.

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What is form 11-k?

Form 11-K is a report that employee benefit plans, typically those offering stock purchases or stock options, must file with the Securities and Exchange Commission (SEC). It provides detailed information about the plan's financial statements and other key data.

Who is required to file form 11-k?

Any employee benefit plans that provide for the purchase of securities or are established under a plan that has to file reports under the Securities Exchange Act of 1934 are required to file Form 11-K.

How to fill out form 11-k?

To complete Form 11-K, the plan administrator must provide financial statements, information about the plan, its participants, and any other disclosures required by the SEC. It is advisable to refer to the Official SEC instructions when filling out the form.

What is the purpose of form 11-k?

The purpose of Form 11-K is to provide the SEC with detailed information about employee benefit plans that involve securities, helping to ensure transparency and compliance with federal regulations.

What information must be reported on form 11-k?

Form 11-K must report financial statements of the plan, the number of participants, net assets available for benefits, investments held, and any material changes in the plan from the previous year.