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DAVIS & ROOSE PENSION PLAN 401k Plan overview

Plan NameDAVIS & ROOSE PENSION PLAN
Plan identification number 001

DAVIS & ROOSE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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 & ROOSE has sponsored the creation of one or more 401k plans.

Company Name:DAVIS & ROOSE
Employer identification number (EIN):351616264
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVIS & ROOSE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JOHN DAVIS2023-07-20 JOHN DAVIS2023-07-20
0012021-01-01JOHN WILLIAM DAVIS, JR.2022-06-29 JOHN WILLIAM DAVIS, JR.2022-06-29
0012020-01-01JOHN WILLIAM DAVIS, JR.2021-06-25 JOHN WILLIAM DAVIS, JR.2021-06-25
0012019-01-01JOHN DAVIS2020-07-09 JOHN DAVIS2020-07-09
0012018-01-01JOHN WILLIAM DAVIS, JR.2019-08-07 JOHN WILLIAM DAVIS, JR.2019-08-07
0012017-01-01JOHN WILLIAM DAVIS, JR.2018-07-13 JOHN WILLIAM DAVIS, JR.2018-07-13
0012016-01-01JOHN WILLIAM DAVIS, JR.2017-07-26 JOHN WILLIAM DAVIS, JR.2017-07-26
0012015-01-01JOHN WILLIAM DAVIS, JR. JOHN WILLIAM DAVIS, JR.2016-07-21
0012014-01-01JOHN WILLIAM DAVIS, JR. JOHN WILLIAM DAVIS, JR.2015-07-30
0012013-01-01JOHN WILLIAM DAVIS, JR. JOHN WILLIAM DAVIS, JR.2014-07-21
0012012-01-01JOHN WILLIAM DAVIS, JR. JOHN WILLIAM DAVIS, JR.2013-07-01
0012011-01-01JOHN WILLIAM DAVIS, JR.
0012010-01-01JOHN WILLIAM DAVIS, JR.
0012009-01-01JOHN DAVIS JOHN DAVIS2010-09-27

Plan Statistics for DAVIS & ROOSE PENSION PLAN

401k plan membership statisitcs for DAVIS & ROOSE PENSION PLAN

Measure Date Value
2015: DAVIS & ROOSE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DAVIS & ROOSE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DAVIS & ROOSE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DAVIS & ROOSE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Number of participants with account balances2012-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DAVIS & ROOSE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: DAVIS & ROOSE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-014
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-014
Number of participants with account balances2010-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: DAVIS & ROOSE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DAVIS & ROOSE PENSION PLAN

Measure Date Value
2015 : DAVIS & ROOSE PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$22,652
Expenses. Total of all expenses incurred2015-12-31$79,307
Benefits paid (including direct rollovers)2015-12-31$76,398
Total plan assets at end of year2015-12-31$1,248,784
Total plan assets at beginning of year2015-12-31$1,305,439
Contributions received from other sources (not participants or employers)2015-12-31$1,958
Other income received2015-12-31$7,324
Net income (gross income less expenses)2015-12-31$-56,655
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,248,784
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,305,439
Total contributions received or receivable from employer(s)2015-12-31$13,370
Value of corrective distributions2015-12-31$2,909
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$15,279
Amount contributed by the employer to the plan for this plan year2015-12-31$15,279
2014 : DAVIS & ROOSE PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$98,466
Expenses. Total of all expenses incurred2014-12-31$90,000
Benefits paid (including direct rollovers)2014-12-31$90,000
Total plan assets at end of year2014-12-31$1,305,439
Total plan assets at beginning of year2014-12-31$1,296,973
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$80,800
Net income (gross income less expenses)2014-12-31$8,466
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,305,439
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,296,973
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$17,666
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
2013 : DAVIS & ROOSE PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$196,431
Expenses. Total of all expenses incurred2013-12-31$363,265
Benefits paid (including direct rollovers)2013-12-31$363,265
Total plan assets at end of year2013-12-31$1,296,973
Total plan assets at beginning of year2013-12-31$1,463,807
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$178,820
Net income (gross income less expenses)2013-12-31$-166,834
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,296,973
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,463,807
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$17,611
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$17,611
Amount contributed by the employer to the plan for this plan year2013-12-31$17,611
2012 : DAVIS & ROOSE PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$167,030
Expenses. Total of all expenses incurred2012-12-31$18,000
Benefits paid (including direct rollovers)2012-12-31$18,000
Total plan assets at end of year2012-12-31$1,463,807
Total plan assets at beginning of year2012-12-31$1,314,777
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$151,313
Net income (gross income less expenses)2012-12-31$149,030
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,463,807
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,314,777
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$15,717
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$15,717
Amount contributed by the employer to the plan for this plan year2012-12-31$15,717
2011 : DAVIS & ROOSE PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$57,941
Expenses. Total of all expenses incurred2011-12-31$28,500
Benefits paid (including direct rollovers)2011-12-31$28,500
Total plan assets at end of year2011-12-31$1,314,777
Total plan assets at beginning of year2011-12-31$1,285,336
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$39,052
Net income (gross income less expenses)2011-12-31$29,441
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,314,777
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,285,336
Assets. Value of participant loans2011-12-31$747
Total contributions received or receivable from employer(s)2011-12-31$18,889
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$18,889
Amount contributed by the employer to the plan for this plan year2011-12-31$18,889
2010 : DAVIS & ROOSE PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$160,244
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$1,285,336
Total plan assets at beginning of year2010-12-31$1,125,092
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$141,265
Net income (gross income less expenses)2010-12-31$160,244
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,285,336
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,125,092
Assets. Value of participant loans2010-12-31$4,258
Total contributions received or receivable from employer(s)2010-12-31$18,979
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$18,979
Amount contributed by the employer to the plan for this plan year2010-12-31$18,979
2009 : DAVIS & ROOSE PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$17,813
Amount contributed by the employer to the plan for this plan year2009-12-31$17,813

Form 5500 Responses for DAVIS & ROOSE PENSION PLAN

2015: DAVIS & ROOSE PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DAVIS & ROOSE PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DAVIS & ROOSE PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DAVIS & ROOSE PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DAVIS & ROOSE PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DAVIS & ROOSE PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DAVIS & ROOSE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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