| Plan Name | DAVID WEST & ASSOCIATES, INC. 401(K) P/S PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | DAVID WEST & ASSOCIATES, INC. |
| Employer identification number (EIN): | 263057328 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
Additional information about DAVID WEST & ASSOCIATES, INC.
| Jurisdiction of Incorporation: | Georgia Department of States Corporations Division |
| Incorporation Date: | 2008-07-23 |
| Company Identification Number: | 1374565 |
| Legal Registered Office Address: |
123 Church Street Suite 220 Marietta United States of America (USA) 30060 |
More information about DAVID WEST & ASSOCIATES, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | DAVID WEST | 2024-05-23 | DAVID WEST | 2024-05-23 |
| 001 | 2022-01-01 | DAVID WEST | 2023-05-18 | ||
| 001 | 2021-01-01 | DAVID WEST | 2022-04-04 | ||
| 001 | 2020-01-01 | DAVID WEST | 2021-03-25 |
| Measure | Date | Value |
|---|---|---|
| 2025 : DAVID WEST & ASSOCIATES, INC. 401(K) P/S PLAN 2025 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2025-06-27 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-27 | 1437 |
| Net assets as of the end of the plan year | 2025-06-27 | 257668 |
| Total assets as of the beginning of the plan year | 2025-06-27 | 177052 |
| Value of plan covered by a fidelity bond | 2025-06-27 | 25000 |
| Participant contributions to plan in this plan year | 2025-06-27 | 44893 |
| Other income to plan in this plan year | 2025-06-27 | 23293 |
| Plan net income in this plan year | 2025-06-27 | 80616 |
| Net assets as of the end of the plan year | 2025-06-27 | 257668 |
| Net assets as of the beginning of the plan year | 2025-06-27 | 177052 |
| Employer contributions to plan in this plan year | 2025-06-27 | 13867 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-27 | 1437 |
| 2024 : DAVID WEST & ASSOCIATES, INC. 401(K) P/S PLAN 2024 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2024-05-23 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-23 | 938 |
| Net assets as of the end of the plan year | 2024-05-23 | 177052 |
| Total assets as of the beginning of the plan year | 2024-05-23 | 99221 |
| Value of plan covered by a fidelity bond | 2024-05-23 | 25000 |
| Participant contributions to plan in this plan year | 2024-05-23 | 44375 |
| Other income to plan in this plan year | 2024-05-23 | 20794 |
| Plan net income in this plan year | 2024-05-23 | 77831 |
| Net assets as of the end of the plan year | 2024-05-23 | 177052 |
| Net assets as of the beginning of the plan year | 2024-05-23 | 99221 |
| Employer contributions to plan in this plan year | 2024-05-23 | 13600 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-23 | 938 |
| 2022 : DAVID WEST & ASSOCIATES, INC. 401(K) P/S PLAN 2022 401k financial data | ||
| Total liabilities as of the end of the plan year | 2022-04-04 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-04-04 | 0 |
| Total expenses incurred by plan in this plan year | 2022-04-04 | 349 |
| Net assets as of the end of the plan year | 2022-04-04 | 60469 |
| Total assets as of the beginning of the plan year | 2022-04-04 | 20829 |
| Value of plan covered by a fidelity bond | 2022-04-04 | 25000 |
| Participant contributions to plan in this plan year | 2022-04-04 | 26892 |
| Other expenses paid from plan in this plan year | 2022-04-04 | 0 |
| Other contributions to plan in this plan year | 2022-04-04 | 235 |
| Other income to plan in this plan year | 2022-04-04 | 4059 |
| Plan net income in this plan year | 2022-04-04 | 39640 |
| Net assets as of the end of the plan year | 2022-04-04 | 60469 |
| Net assets as of the beginning of the plan year | 2022-04-04 | 20829 |
| Employer contributions to plan in this plan year | 2022-04-04 | 8803 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-04-04 | 349 |