401k Plan data: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN plan

DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN
Plan identification number	001

DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

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

Company Name: S. DAVIS & ASSOCIATES, INC.

Employer identification number (EIN): 341911520

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 SCOTT DAVIS SCOTT E. DAVIS 2018-11-06
001 2016-01-01 SCOTT DAVIS SCOTT DAVIS 2017-10-16
001 2015-01-01 SCOTT DAVIS SCOTT DAVIS 2017-02-27
001 2014-01-01 SCOTT DAVIS SCOTT DAVIS 2015-10-15
001 2013-01-01 SCOTT DAVIS SCOTT DAVIS 2014-10-20
001 2012-01-01 SCOTT DAVIS SCOTT DAVIS 2013-10-14
001 2011-01-01 SCOTT DAVIS SCOTT DAVIS 2012-10-15
001 2009-01-01 SCOTT DAVIS SCOTT DAVIS 2010-10-11
001 2009-01-01 SCOTT DAVIS SCOTT DAVIS 2010-10-12
001 2008-01-01 SCOTT DAVIS
001 2007-01-01 SCOTT DAVIS
001 2006-01-01 SCOTT DAVIS
001 2005-01-01 SCOTT DAVIS
001 2004-01-01 SCOTT DAVIS

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	SCOTT DAVIS	SCOTT E. DAVIS	2018-11-06
001	2016-01-01	SCOTT DAVIS	SCOTT DAVIS	2017-10-16
001	2015-01-01	SCOTT DAVIS	SCOTT DAVIS	2017-02-27
001	2014-01-01	SCOTT DAVIS	SCOTT DAVIS	2015-10-15
001	2013-01-01	SCOTT DAVIS	SCOTT DAVIS	2014-10-20
001	2012-01-01	SCOTT DAVIS	SCOTT DAVIS	2013-10-14
001	2011-01-01	SCOTT DAVIS	SCOTT DAVIS	2012-10-15
001	2009-01-01	SCOTT DAVIS	SCOTT DAVIS	2010-10-11
001	2009-01-01	SCOTT DAVIS	SCOTT DAVIS	2010-10-12
001	2008-01-01	SCOTT DAVIS
001	2007-01-01	SCOTT DAVIS
001	2006-01-01	SCOTT DAVIS
001	2005-01-01	SCOTT DAVIS
001	2004-01-01	SCOTT DAVIS

Plan Statistics for DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1
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 2
Total of all active and inactive participants 2022-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 3
Number of participants with account balances 2022-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
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 2
Total of all active and inactive participants 2021-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 3
Number of participants with account balances 2021-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3
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 2
Total of all active and inactive participants 2020-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 5
Number of participants with account balances 2020-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
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 0
Total of all active and inactive participants 2018-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
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 1
Total of all active and inactive participants 2017-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
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 1
Total of all active and inactive participants 2016-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5
2008: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 4
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 0
Total of all active and inactive participants 2008-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 4
Number of participants with account balances 2008-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0
2007: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 5
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 0
Total of all active and inactive participants 2007-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 5
Number of participants with account balances 2007-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0
2006: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year 2006-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2006-01-01 6
Number of retired or separated participants receiving benefits 2006-01-01 0
Number of other retired or separated participants entitled to future benefits 2006-01-01 0
Total of all active and inactive participants 2006-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2006-01-01 0
Total participants 2006-01-01 6
Number of participants with account balances 2006-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2006-01-01 0
2005: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2005 401k membership
Total participants, beginning-of-year 2005-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2005-01-01 8
Number of retired or separated participants receiving benefits 2005-01-01 0
Number of other retired or separated participants entitled to future benefits 2005-01-01 0
Total of all active and inactive participants 2005-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2005-01-01 0
Total participants 2005-01-01 8
Number of participants with account balances 2005-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2005-01-01 0
2004: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2004 401k membership
Total participants, beginning-of-year 2004-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2004-01-01 7
Number of retired or separated participants receiving benefits 2004-01-01 0
Number of other retired or separated participants entitled to future benefits 2004-01-01 0
Total of all active and inactive participants 2004-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2004-01-01 0
Total participants 2004-01-01 7
Number of participants with account balances 2004-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2004-01-01 0

Measure	Date	Value
2022: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1
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	2
Total of all active and inactive participants	2022-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	3
Number of participants with account balances	2022-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
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	2
Total of all active and inactive participants	2021-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	3
Number of participants with account balances	2021-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3
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	2
Total of all active and inactive participants	2020-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	5
Number of participants with account balances	2020-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
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	0
Total of all active and inactive participants	2018-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
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	1
Total of all active and inactive participants	2017-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
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	1
Total of all active and inactive participants	2016-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5
2008: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	4
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	0
Total of all active and inactive participants	2008-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	4
Number of participants with account balances	2008-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0
2007: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	5
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	0
Total of all active and inactive participants	2007-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	5
Number of participants with account balances	2007-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0
2006: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year	2006-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2006-01-01	6
Number of retired or separated participants receiving benefits	2006-01-01	0
Number of other retired or separated participants entitled to future benefits	2006-01-01	0
Total of all active and inactive participants	2006-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2006-01-01	0
Total participants	2006-01-01	6
Number of participants with account balances	2006-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2006-01-01	0
2005: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2005 401k membership
Total participants, beginning-of-year	2005-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2005-01-01	8
Number of retired or separated participants receiving benefits	2005-01-01	0
Number of other retired or separated participants entitled to future benefits	2005-01-01	0
Total of all active and inactive participants	2005-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2005-01-01	0
Total participants	2005-01-01	8
Number of participants with account balances	2005-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2005-01-01	0
2004: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2004 401k membership
Total participants, beginning-of-year	2004-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2004-01-01	7
Number of retired or separated participants receiving benefits	2004-01-01	0
Number of other retired or separated participants entitled to future benefits	2004-01-01	0
Total of all active and inactive participants	2004-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2004-01-01	0
Total participants	2004-01-01	7
Number of participants with account balances	2004-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2004-01-01	0

Financial Data on DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-165,114
Expenses. Total of all expenses incurred	2022-12-31	$29,560
Benefits paid (including direct rollovers)	2022-12-31	$19,445
Total plan assets at end of year	2022-12-31	$755,507
Total plan assets at beginning of year	2022-12-31	$950,181
Total contributions received or receivable from participants	2022-12-31	$12,000
Other income received	2022-12-31	$-179,523
Net income (gross income less expenses)	2022-12-31	$-194,674
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$755,507
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$950,181
Total contributions received or receivable from employer(s)	2022-12-31	$2,409
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$10,115
2021 : DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$252,827
Expenses. Total of all expenses incurred	2021-12-31	$714,323
Benefits paid (including direct rollovers)	2021-12-31	$698,073
Total plan assets at end of year	2021-12-31	$950,181
Total plan assets at beginning of year	2021-12-31	$1,411,677
Total contributions received or receivable from participants	2021-12-31	$15,500
Other income received	2021-12-31	$234,525
Net income (gross income less expenses)	2021-12-31	$-461,496
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$950,181
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,411,677
Total contributions received or receivable from employer(s)	2021-12-31	$2,802
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$16,250
2020 : DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$307,069
Expenses. Total of all expenses incurred	2020-12-31	$14,474
Total plan assets at end of year	2020-12-31	$1,411,677
Total plan assets at beginning of year	2020-12-31	$1,119,082
Total contributions received or receivable from participants	2020-12-31	$43,030
Other income received	2020-12-31	$252,461
Net income (gross income less expenses)	2020-12-31	$292,595
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,411,677
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,119,082
Total contributions received or receivable from employer(s)	2020-12-31	$11,578
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$14,474
2019 : DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$241,746
Expenses. Total of all expenses incurred	2019-12-31	$10,255
Total plan assets at end of year	2019-12-31	$1,119,082
Total plan assets at beginning of year	2019-12-31	$887,591
Total contributions received or receivable from participants	2019-12-31	$38,000
Other income received	2019-12-31	$191,101
Net income (gross income less expenses)	2019-12-31	$231,491
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,119,082
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$887,591
Total contributions received or receivable from employer(s)	2019-12-31	$12,645
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$10,255
2018 : DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-27,291
Expenses. Total of all expenses incurred	2018-12-31	$9,992
Total plan assets at end of year	2018-12-31	$887,591
Total plan assets at beginning of year	2018-12-31	$924,874
Total contributions received or receivable from participants	2018-12-31	$45,438
Other income received	2018-12-31	$-84,618
Net income (gross income less expenses)	2018-12-31	$-37,283
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$887,591
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$924,874
Total contributions received or receivable from employer(s)	2018-12-31	$11,889
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$9,992
2017 : DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$-246,627
Total income from all sources	2017-12-31	$213,167
Expenses. Total of all expenses incurred	2017-12-31	$8,690
Benefits paid (including direct rollovers)	2017-12-31	$206
Total plan assets at end of year	2017-12-31	$924,874
Total plan assets at beginning of year	2017-12-31	$967,024
Total contributions received or receivable from participants	2017-12-31	$45,760
Other income received	2017-12-31	$151,143
Net income (gross income less expenses)	2017-12-31	$204,477
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$924,874
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$967,024
Total contributions received or receivable from employer(s)	2017-12-31	$16,264
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$8,484
2016 : DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$104,280
Expenses. Total of all expenses incurred	2016-12-31	$7,214
Benefits paid (including direct rollovers)	2016-12-31	$95
Total plan assets at end of year	2016-12-31	$967,024
Total plan assets at beginning of year	2016-12-31	$869,958
Total contributions received or receivable from participants	2016-12-31	$46,180
Other income received	2016-12-31	$41,267
Net income (gross income less expenses)	2016-12-31	$97,066
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$967,024
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$869,958
Total contributions received or receivable from employer(s)	2016-12-31	$16,833
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$7,119
2015 : DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$45,547
Expenses. Total of all expenses incurred	2015-12-31	$5,972
Total plan assets at end of year	2015-12-31	$869,958
Total plan assets at beginning of year	2015-12-31	$830,383
Total contributions received or receivable from participants	2015-12-31	$50,512
Other income received	2015-12-31	$-21,840
Net income (gross income less expenses)	2015-12-31	$39,575
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$869,958
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$830,383
Total contributions received or receivable from employer(s)	2015-12-31	$16,875
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$5,972
2014 : DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$98,611
Expenses. Total of all expenses incurred	2014-12-31	$173,515
Benefits paid (including direct rollovers)	2014-12-31	$167,165
Total plan assets at end of year	2014-12-31	$830,383
Total plan assets at beginning of year	2014-12-31	$905,287
Total contributions received or receivable from participants	2014-12-31	$51,792
Other income received	2014-12-31	$30,458
Net income (gross income less expenses)	2014-12-31	$-74,904
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$830,383
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$905,287
Total contributions received or receivable from employer(s)	2014-12-31	$16,361
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$6,350
2013 : DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$193,255
Expenses. Total of all expenses incurred	2013-12-31	$18,100
Benefits paid (including direct rollovers)	2013-12-31	$10,000
Total plan assets at end of year	2013-12-31	$905,287
Total plan assets at beginning of year	2013-12-31	$730,132
Total contributions received or receivable from participants	2013-12-31	$68,158
Other income received	2013-12-31	$98,312
Net income (gross income less expenses)	2013-12-31	$175,155
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$905,287
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$730,132
Total contributions received or receivable from employer(s)	2013-12-31	$26,785
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$8,100
2012 : DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$149,401
Expenses. Total of all expenses incurred	2012-12-31	$6,904
Total plan assets at end of year	2012-12-31	$730,132
Total plan assets at beginning of year	2012-12-31	$587,635
Total contributions received or receivable from participants	2012-12-31	$63,101
Other income received	2012-12-31	$60,797
Net income (gross income less expenses)	2012-12-31	$142,497
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$730,132
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$587,635
Total contributions received or receivable from employer(s)	2012-12-31	$25,503
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$6,904
2011 : DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$83,409
Expenses. Total of all expenses incurred	2011-12-31	$44,093
Benefits paid (including direct rollovers)	2011-12-31	$41,316
Total plan assets at end of year	2011-12-31	$591,457
Total plan assets at beginning of year	2011-12-31	$552,141
Total contributions received or receivable from participants	2011-12-31	$52,700
Other income received	2011-12-31	$7,087
Net income (gross income less expenses)	2011-12-31	$39,316
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$591,457
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$552,141
Total contributions received or receivable from employer(s)	2011-12-31	$23,622
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,777
2010 : DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$102,045
Expenses. Total of all expenses incurred	2010-12-31	$14,015
Benefits paid (including direct rollovers)	2010-12-31	$12,050
Total plan assets at end of year	2010-12-31	$552,141
Total plan assets at beginning of year	2010-12-31	$464,111
Value of fidelity bond covering the plan	2010-12-31	$60,000
Total contributions received or receivable from participants	2010-12-31	$47,960
Other income received	2010-12-31	$33,774
Net income (gross income less expenses)	2010-12-31	$88,030
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$552,141
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$464,111
Total contributions received or receivable from employer(s)	2010-12-31	$20,311
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,965

Form 5500 Responses for DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN

2022: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes
2007: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes
2006: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	Submission has been amended	No
2006-01-01	This submission is the final filing	No
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No
2006-01-01	Plan funding arrangement – Trust	Yes
2006-01-01	Plan benefit arrangement - Trust	Yes
2005: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2005 form 5500 responses
2005-01-01	Type of plan entity	Single employer plan
2005-01-01	Submission has been amended	No
2005-01-01	This submission is the final filing	No
2005-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-01-01	Plan is a collectively bargained plan	No
2005-01-01	Plan funding arrangement – Trust	Yes
2005-01-01	Plan benefit arrangement - Trust	Yes
2004: DAVIS & ASSOCIATES 401(K) PROFIT SHARING PLAN 2004 form 5500 responses
2004-01-01	Type of plan entity	Single employer plan
2004-01-01	First time form 5500 has been submitted	Yes
2004-01-01	Submission has been amended	No
2004-01-01	This submission is the final filing	No
2004-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2004-01-01	Plan is a collectively bargained plan	No
2004-01-01	Plan funding arrangement – Trust	Yes
2004-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	S. DAVIS & ASSOCIATES, INC.
Employer identification number (EIN):	341911520
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants