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| Plan Name | PAUL DAVIS RESTORATION SOCA BENEFIT PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | PAUL DAVIS RESTORATION |
| Employer identification number (EIN): | 320012179 |
| NAIC Classification: | 236110 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2023-01-01 | MATT APPENZELLER | 2024-07-30 | ||
| 501 | 2022-01-01 | MATT APPENZELLER | 2023-07-31 | ||
| 501 | 2021-01-01 | MATT APPENZELLER | 2022-08-01 |
| Measure | Date | Value |
|---|---|---|
| 2024: PAUL DAVIS RESTORATION SOCA BENEFIT PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-07-30 | 19 |
| Total number of particpants at end of year | 2024-07-30 | 28 |
| Measure | Date | Value |
|---|---|---|
| 2024 : PAUL DAVIS RESTORATION SOCA BENEFIT PLAN 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-07-30 | 6212 |
| Total liabilities as of the beginning of the plan year | 2024-07-30 | 4878 |
| Total expenses incurred by plan in this plan year | 2024-07-30 | 183752 |
| Net assets as of the end of the plan year | 2024-07-30 | 8783 |
| Total assets as of the beginning of the plan year | 2024-07-30 | 6333 |
| Value of plan covered by a fidelity bond | 2024-07-30 | 1000000 |
| Participant contributions to plan in this plan year | 2024-07-30 | 18365 |
| Other expenses paid from plan in this plan year | 2024-07-30 | 0 |
| Other contributions to plan in this plan year | 2024-07-30 | 0 |
| Other income to plan in this plan year | 2024-07-30 | 1223 |
| Plan net income in this plan year | 2024-07-30 | 1116 |
| Net assets as of the end of the plan year | 2024-07-30 | 2571 |
| Net assets as of the beginning of the plan year | 2024-07-30 | 1455 |
| Employer contributions to plan in this plan year | 2024-07-30 | 165280 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-30 | 12632 |
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