DAVIS & FERBER LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 |
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2022: DAVIS & FERBER, LLP EMPLOYEES' 401(K) AND PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 6 |
Total of all active and inactive participants | 2022-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 26 |
Number of participants with account balances | 2022-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: DAVIS & FERBER, LLP EMPLOYEES' 401(K) AND PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 7 |
Total of all active and inactive participants | 2021-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 22 |
Number of participants with account balances | 2021-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
2020: DAVIS & FERBER, LLP EMPLOYEES' 401(K) AND PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 6 |
Total of all active and inactive participants | 2020-01-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 25 |
Number of participants with account balances | 2020-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: DAVIS & FERBER, LLP EMPLOYEES' 401(K) AND PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 9 |
Total of all active and inactive participants | 2019-01-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 25 |
Number of participants with account balances | 2019-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: DAVIS & FERBER, LLP EMPLOYEES' 401(K) AND PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 6 |
Total of all active and inactive participants | 2018-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 27 |
Number of participants with account balances | 2018-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: DAVIS & FERBER, LLP EMPLOYEES' 401(K) AND PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 6 |
Total of all active and inactive participants | 2017-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 27 |
Number of participants with account balances | 2017-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: DAVIS & FERBER, LLP EMPLOYEES' 401(K) AND PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 12 |
Total of all active and inactive participants | 2016-01-01 | 34 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 34 |
Number of participants with account balances | 2016-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
Measure | Date | Value |
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2022 : DAVIS & FERBER, LLP EMPLOYEES' 401(K) AND PROFIT SHARING PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-123,653 |
Expenses. Total of all expenses incurred | 2022-12-31 | $61,983 |
Benefits paid (including direct rollovers) | 2022-12-31 | $36,680 |
Total plan assets at end of year | 2022-12-31 | $2,883,281 |
Total plan assets at beginning of year | 2022-12-31 | $3,068,917 |
Value of fidelity bond covering the plan | 2022-12-31 | $310,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $136,723 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-391,803 |
Noncash contributions received | 2022-12-31 | $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 loans | 2022-12-31 | $13,145 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $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 2510.3-102 | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $131,427 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $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 |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $526,057 |
Expenses. Total of all expenses incurred | 2021-12-31 | $217,600 |
Benefits paid (including direct rollovers) | 2021-12-31 | $192,713 |
Total plan assets at end of year | 2021-12-31 | $3,068,917 |
Total plan assets at beginning of year | 2021-12-31 | $2,760,460 |
Value of fidelity bond covering the plan | 2021-12-31 | $300,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $127,165 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $51,975 |
Other income received | 2021-12-31 | $207,925 |
Noncash contributions received | 2021-12-31 | $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 loans | 2021-12-31 | $30,638 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $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 2510.3-102 | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $138,992 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $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 |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $216,528 |
Expenses. Total of all expenses incurred | 2020-12-31 | $226,022 |
Benefits paid (including direct rollovers) | 2020-12-31 | $205,385 |
Total plan assets at end of year | 2020-12-31 | $2,760,460 |
Total plan assets at beginning of year | 2020-12-31 | $2,769,954 |
Value of fidelity bond covering the plan | 2020-12-31 | $300,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $115,545 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $-39,106 |
Noncash contributions received | 2020-12-31 | $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 loans | 2020-12-31 | $68,866 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $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 2510.3-102 | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $140,089 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $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 |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $740,845 |
Expenses. Total of all expenses incurred | 2019-12-31 | $656,951 |
Benefits paid (including direct rollovers) | 2019-12-31 | $634,394 |
Total plan assets at end of year | 2019-12-31 | $2,769,954 |
Total plan assets at beginning of year | 2019-12-31 | $2,686,060 |
Value of fidelity bond covering the plan | 2019-12-31 | $268,606 |
Total contributions received or receivable from participants | 2019-12-31 | $132,965 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $477,256 |
Noncash contributions received | 2019-12-31 | $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 loans | 2019-12-31 | $99,621 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $130,624 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $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 |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $164,904 |
Expenses. Total of all expenses incurred | 2018-12-31 | $144,825 |
Benefits paid (including direct rollovers) | 2018-12-31 | $121,116 |
Total plan assets at end of year | 2018-12-31 | $2,686,060 |
Total plan assets at beginning of year | 2018-12-31 | $2,665,981 |
Value of fidelity bond covering the plan | 2018-12-31 | $268,606 |
Total contributions received or receivable from participants | 2018-12-31 | $129,721 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-112,202 |
Noncash contributions received | 2018-12-31 | $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 loans | 2018-12-31 | $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 2510.3-102 | 2018-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $147,385 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $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 |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $662,348 |
Expenses. Total of all expenses incurred | 2017-12-31 | $89,228 |
Benefits paid (including direct rollovers) | 2017-12-31 | $68,964 |
Total plan assets at end of year | 2017-12-31 | $2,665,981 |
Total plan assets at beginning of year | 2017-12-31 | $2,092,861 |
Value of fidelity bond covering the plan | 2017-12-31 | $230,000 |
Total contributions received or receivable from participants | 2017-12-31 | $136,209 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $377,827 |
Noncash contributions received | 2017-12-31 | $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 loans | 2017-12-31 | $99,268 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $148,312 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $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 |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $240,245 |
Expenses. Total of all expenses incurred | 2016-12-31 | $2,743 |
Benefits paid (including direct rollovers) | 2016-12-31 | $2,429 |
Total plan assets at end of year | 2016-12-31 | $2,092,861 |
Total plan assets at beginning of year | 2016-12-31 | $1,855,359 |
Value of fidelity bond covering the plan | 2016-12-31 | $230,000 |
Total contributions received or receivable from participants | 2016-12-31 | $134,460 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $47,575 |
Noncash contributions received | 2016-12-31 | $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 2510.3-102 | 2016-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $58,210 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $314 |