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DAVID WEST & ASSOCIATES, INC. 401(K) P/S PLAN 401k Plan overview

Plan NameDAVID WEST & ASSOCIATES, INC. 401(K) P/S PLAN
Plan identification number 001

DAVID WEST & ASSOCIATES, INC. 401(K) P/S PLAN 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.

401k Sponsoring company profile

DAVID WEST & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID WEST & ASSOCIATES, INC. 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID WEST2024-05-23 DAVID WEST2024-05-23
0012022-01-01DAVID WEST2023-05-18
0012021-01-01DAVID WEST2022-04-04
0012020-01-01DAVID WEST2021-03-25

Financial Data on DAVID WEST & ASSOCIATES, INC. 401(K) P/S PLAN

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 year2025-06-270
Total expenses incurred by plan in this plan year2025-06-271437
Net assets as of the end of the plan year2025-06-27257668
Total assets as of the beginning of the plan year2025-06-27177052
Value of plan covered by a fidelity bond2025-06-2725000
Participant contributions to plan in this plan year2025-06-2744893
Other income to plan in this plan year2025-06-2723293
Plan net income in this plan year2025-06-2780616
Net assets as of the end of the plan year2025-06-27257668
Net assets as of the beginning of the plan year2025-06-27177052
Employer contributions to plan in this plan year2025-06-2713867
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-271437
2024 : DAVID WEST & ASSOCIATES, INC. 401(K) P/S PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-05-230
Total expenses incurred by plan in this plan year2024-05-23938
Net assets as of the end of the plan year2024-05-23177052
Total assets as of the beginning of the plan year2024-05-2399221
Value of plan covered by a fidelity bond2024-05-2325000
Participant contributions to plan in this plan year2024-05-2344375
Other income to plan in this plan year2024-05-2320794
Plan net income in this plan year2024-05-2377831
Net assets as of the end of the plan year2024-05-23177052
Net assets as of the beginning of the plan year2024-05-2399221
Employer contributions to plan in this plan year2024-05-2313600
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-23938
2022 : DAVID WEST & ASSOCIATES, INC. 401(K) P/S PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-04-040
Total liabilities as of the beginning of the plan year2022-04-040
Total expenses incurred by plan in this plan year2022-04-04349
Net assets as of the end of the plan year2022-04-0460469
Total assets as of the beginning of the plan year2022-04-0420829
Value of plan covered by a fidelity bond2022-04-0425000
Participant contributions to plan in this plan year2022-04-0426892
Other expenses paid from plan in this plan year2022-04-040
Other contributions to plan in this plan year2022-04-04235
Other income to plan in this plan year2022-04-044059
Plan net income in this plan year2022-04-0439640
Net assets as of the end of the plan year2022-04-0460469
Net assets as of the beginning of the plan year2022-04-0420829
Employer contributions to plan in this plan year2022-04-048803
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-04349

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