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DAVIS & FERBER, LLP EMPLOYEES' 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVIS & FERBER, LLP EMPLOYEES' 401(K) AND PROFIT SHARING PLAN
Plan identification number 001

DAVIS & FERBER, LLP EMPLOYEES' 401(K) AND PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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

DAVIS & FERBER LLP has sponsored the creation of one or more 401k plans.

Company Name:DAVIS & FERBER LLP
Employer identification number (EIN):275216241
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVIS & FERBER, LLP EMPLOYEES' 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01DONNA RIESS
0012017-01-01DAVID A. DAVIS
0012016-01-01DAVID A. DAVIS
0012015-01-01DAVID DAVIS2016-09-28
0012014-01-01DAVID DAVIS2015-10-15
0012013-01-01DAVID DAVIS2014-10-07
0012012-01-01DAVID DAVIS2013-08-20

Plan Statistics for DAVIS & FERBER, LLP EMPLOYEES' 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for DAVIS & FERBER, LLP EMPLOYEES' 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2022: DAVIS & FERBER, LLP EMPLOYEES' 401(K) AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0122
Total number of active participants reported on line 7a of the Form 55002022-01-0120
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-016
Total of all active and inactive participants2022-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0126
Number of participants with account balances2022-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: DAVIS & FERBER, LLP EMPLOYEES' 401(K) AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0125
Total number of active participants reported on line 7a of the Form 55002021-01-0115
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-017
Total of all active and inactive participants2021-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0122
Number of participants with account balances2021-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: DAVIS & FERBER, LLP EMPLOYEES' 401(K) AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0125
Total number of active participants reported on line 7a of the Form 55002020-01-0119
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-016
Total of all active and inactive participants2020-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0125
Number of participants with account balances2020-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: DAVIS & FERBER, LLP EMPLOYEES' 401(K) AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0127
Total number of active participants reported on line 7a of the Form 55002019-01-0116
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-019
Total of all active and inactive participants2019-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0125
Number of participants with account balances2019-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: DAVIS & FERBER, LLP EMPLOYEES' 401(K) AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0127
Total number of active participants reported on line 7a of the Form 55002018-01-0120
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-016
Total of all active and inactive participants2018-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0127
Number of participants with account balances2018-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: DAVIS & FERBER, LLP EMPLOYEES' 401(K) AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0134
Total number of active participants reported on line 7a of the Form 55002017-01-0121
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-016
Total of all active and inactive participants2017-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0127
Number of participants with account balances2017-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: DAVIS & FERBER, LLP EMPLOYEES' 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0126
Total number of active participants reported on line 7a of the Form 55002016-01-0122
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0112
Total of all active and inactive participants2016-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0134
Number of participants with account balances2016-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on DAVIS & FERBER, LLP EMPLOYEES' 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2022 : DAVIS & FERBER, LLP EMPLOYEES' 401(K) AND PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-123,653
Expenses. Total of all expenses incurred2022-12-31$61,983
Benefits paid (including direct rollovers)2022-12-31$36,680
Total plan assets at end of year2022-12-31$2,883,281
Total plan assets at beginning of year2022-12-31$3,068,917
Value of fidelity bond covering the plan2022-12-31$310,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$136,723
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-391,803
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-185,636
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,883,281
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,068,917
Assets. Value of participant loans2022-12-31$13,145
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$131,427
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$25,303
2021 : DAVIS & FERBER, LLP EMPLOYEES' 401(K) AND PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$526,057
Expenses. Total of all expenses incurred2021-12-31$217,600
Benefits paid (including direct rollovers)2021-12-31$192,713
Total plan assets at end of year2021-12-31$3,068,917
Total plan assets at beginning of year2021-12-31$2,760,460
Value of fidelity bond covering the plan2021-12-31$300,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$127,165
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$51,975
Other income received2021-12-31$207,925
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$308,457
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,068,917
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,760,460
Assets. Value of participant loans2021-12-31$30,638
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$138,992
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$24,887
2020 : DAVIS & FERBER, LLP EMPLOYEES' 401(K) AND PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$216,528
Expenses. Total of all expenses incurred2020-12-31$226,022
Benefits paid (including direct rollovers)2020-12-31$205,385
Total plan assets at end of year2020-12-31$2,760,460
Total plan assets at beginning of year2020-12-31$2,769,954
Value of fidelity bond covering the plan2020-12-31$300,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$115,545
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$-39,106
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-9,494
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,760,460
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,769,954
Assets. Value of participant loans2020-12-31$68,866
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$140,089
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$20,637
2019 : DAVIS & FERBER, LLP EMPLOYEES' 401(K) AND PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$740,845
Expenses. Total of all expenses incurred2019-12-31$656,951
Benefits paid (including direct rollovers)2019-12-31$634,394
Total plan assets at end of year2019-12-31$2,769,954
Total plan assets at beginning of year2019-12-31$2,686,060
Value of fidelity bond covering the plan2019-12-31$268,606
Total contributions received or receivable from participants2019-12-31$132,965
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$477,256
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$83,894
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,769,954
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,686,060
Assets. Value of participant loans2019-12-31$99,621
Total contributions received or receivable from employer(s)2019-12-31$130,624
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$22,557
2018 : DAVIS & FERBER, LLP EMPLOYEES' 401(K) AND PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$164,904
Expenses. Total of all expenses incurred2018-12-31$144,825
Benefits paid (including direct rollovers)2018-12-31$121,116
Total plan assets at end of year2018-12-31$2,686,060
Total plan assets at beginning of year2018-12-31$2,665,981
Value of fidelity bond covering the plan2018-12-31$268,606
Total contributions received or receivable from participants2018-12-31$129,721
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-112,202
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$20,079
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,686,060
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,665,981
Assets. Value of participant loans2018-12-31$132,434
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$147,385
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$23,709
2017 : DAVIS & FERBER, LLP EMPLOYEES' 401(K) AND PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$662,348
Expenses. Total of all expenses incurred2017-12-31$89,228
Benefits paid (including direct rollovers)2017-12-31$68,964
Total plan assets at end of year2017-12-31$2,665,981
Total plan assets at beginning of year2017-12-31$2,092,861
Value of fidelity bond covering the plan2017-12-31$230,000
Total contributions received or receivable from participants2017-12-31$136,209
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$377,827
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$573,120
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,665,981
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,092,861
Assets. Value of participant loans2017-12-31$99,268
Total contributions received or receivable from employer(s)2017-12-31$148,312
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$20,264
2016 : DAVIS & FERBER, LLP EMPLOYEES' 401(K) AND PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$240,245
Expenses. Total of all expenses incurred2016-12-31$2,743
Benefits paid (including direct rollovers)2016-12-31$2,429
Total plan assets at end of year2016-12-31$2,092,861
Total plan assets at beginning of year2016-12-31$1,855,359
Value of fidelity bond covering the plan2016-12-31$230,000
Total contributions received or receivable from participants2016-12-31$134,460
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$47,575
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$237,502
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,092,861
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,855,359
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$58,210
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$314

Form 5500 Responses for DAVIS & FERBER, LLP EMPLOYEES' 401(K) AND PROFIT SHARING PLAN

2022: DAVIS & FERBER, LLP EMPLOYEES' 401(K) AND PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DAVIS & FERBER, LLP EMPLOYEES' 401(K) AND PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DAVIS & FERBER, LLP EMPLOYEES' 401(K) AND PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DAVIS & FERBER, LLP EMPLOYEES' 401(K) AND PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DAVIS & FERBER, LLP EMPLOYEES' 401(K) AND PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DAVIS & FERBER, LLP EMPLOYEES' 401(K) AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DAVIS & FERBER, LLP EMPLOYEES' 401(K) AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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