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Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ALLAN DAVIS2024-04-22 ALLAN DAVIS2024-04-22
0012022-01-01ALLAN DAVIS2023-05-22 ALLAN DAVIS2023-05-22
0012021-01-01ALLAN DAVIS2022-05-12 ALLAN DAVIS2022-05-12
0012020-01-01ALLAN DAVIS2021-04-26

Plan Statistics for

401k plan membership statisitcs for

Measure Date Value
2025: 2025 401k membership
Total number of particpants at beginning of year2025-04-2325
Total number of particpants at end of year2025-04-2326
Number of Participants With Account Balances2025-04-2318
2024: 2024 401k membership
Total number of particpants at beginning of year2024-04-2219
Total number of particpants at end of year2024-04-2225
Number of Participants With Account Balances2024-04-2217
2022: 2022 401k membership
Total number of particpants at beginning of year2022-05-1214
Total number of particpants at end of year2022-05-1214
Number of Participants With Account Balances2022-05-1211

Financial Data on

Measure Date Value
2025 : 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-04-230
Total expenses incurred by plan in this plan year2025-04-233329
Net assets as of the end of the plan year2025-04-23721643
Total assets as of the beginning of the plan year2025-04-23502123
Value of plan covered by a fidelity bond2025-04-2340000
Participant contributions to plan in this plan year2025-04-2391548
Other income to plan in this plan year2025-04-23100749
Plan net income in this plan year2025-04-23219520
Net assets as of the end of the plan year2025-04-23721643
Net assets as of the beginning of the plan year2025-04-23502123
Employer contributions to plan in this plan year2025-04-2330552
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-2390
2024 : 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-04-220
Total expenses incurred by plan in this plan year2024-04-220
Net assets as of the end of the plan year2024-04-22502123
Total assets as of the beginning of the plan year2024-04-22313937
Value of plan covered by a fidelity bond2024-04-2240000
Participant contributions to plan in this plan year2024-04-2278752
Other income to plan in this plan year2024-04-2283507
Plan net income in this plan year2024-04-22188186
Net assets as of the end of the plan year2024-04-22502123
Net assets as of the beginning of the plan year2024-04-22313937
Employer contributions to plan in this plan year2024-04-2225927
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-220
2022 : 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-05-120
Total expenses incurred by plan in this plan year2022-05-1213156
Net assets as of the end of the plan year2022-05-12324896
Total assets as of the beginning of the plan year2022-05-12209189
Value of plan covered by a fidelity bond2022-05-1240000
Participant contributions to plan in this plan year2022-05-1269861
Other income to plan in this plan year2022-05-1241424
Plan net income in this plan year2022-05-12115707
Net assets as of the end of the plan year2022-05-12324896
Net assets as of the beginning of the plan year2022-05-12209189
Employer contributions to plan in this plan year2022-05-1217578
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-1290

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