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| Plan Name | JAMES A. DAVIES, MD INC. 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | JAMES A. DAVIES, MD INC. |
| Employer identification number (EIN): | 330518262 |
| NAIC Classification: | 621320 |
| NAIC Description: | Offices of Optometrists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | NICHOLE MARINO | 2022-08-25 | ||
| 001 | 2021-01-01 | NICHOLE MARINO | 2022-03-28 | ||
| 001 | 2020-01-01 | NIKKI GARCIA | 2021-06-30 | ||
| 001 | 2019-01-01 | NICHOLE FESTA | 2020-05-11 | ||
| 001 | 2018-01-01 | NICHOLE FESTA | 2019-04-18 | ||
| 001 | 2017-01-01 | NICHOLE FESTA | 2018-03-13 | ||
| 001 | 2016-01-01 | NICHOLE FESTA | 2017-05-15 | ||
| 001 | 2015-01-01 | NICHOLE FESTA | 2016-09-14 |
| Measure | Date | Value |
|---|---|---|
| 2022: JAMES A. DAVIES, MD INC. 401(K) PROFIT SHARING PLAN 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-08-25 | 17 |
| Total number of particpants at end of year | 2022-08-25 | 0 |
| Number of Participants With Account Balances | 2022-08-25 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2022 : JAMES A. DAVIES, MD INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-08-25 | 406152 |
| Net assets as of the end of the plan year | 2022-08-25 | 0 |
| Total assets as of the beginning of the plan year | 2022-08-25 | 387748 |
| Value of plan covered by a fidelity bond | 2022-08-25 | 40000 |
| Other income to plan in this plan year | 2022-08-25 | 18404 |
| Plan net income in this plan year | 2022-08-25 | -387748 |
| Net assets as of the end of the plan year | 2022-08-25 | 0 |
| Net assets as of the beginning of the plan year | 2022-08-25 | 387748 |
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