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DR. JAMES L. DAVIS PROFIT SHARING PLAN 401k Plan overview

Plan NameDR. JAMES L. DAVIS PROFIT SHARING PLAN
Plan identification number 002

DR. JAMES L. DAVIS PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

DR. JAMES L. DAVIS has sponsored the creation of one or more 401k plans.

Company Name:DR. JAMES L. DAVIS
Employer identification number (EIN):371039245
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. JAMES L. DAVIS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01MATT WAUGH
0022016-01-01MATT WAUGH
0022015-01-01MATT WAUGH
0022014-01-01MATT WAUGH
0022013-01-01MATT WAUGH
0022012-01-01MATT WAUGH
0022011-01-01MATT WAUGH
0022010-01-01JAMES DAVIS
0022009-01-01JAMES DAVIS

Financial Data on DR. JAMES L. DAVIS PROFIT SHARING PLAN

Measure Date Value
2017 : DR. JAMES L. DAVIS PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$313,817
Expenses. Total of all expenses incurred2017-12-31$1,995,694
Benefits paid (including direct rollovers)2017-12-31$1,995,694
Total plan assets at end of year2017-12-31$0
Total plan assets at beginning of year2017-12-31$1,681,877
Value of fidelity bond covering the plan2017-12-31$100,000
Other income received2017-12-31$251,568
Net income (gross income less expenses)2017-12-31$-1,681,877
Net plan assets at end of year (total assets less liabilities)2017-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,681,877
Total contributions received or receivable from employer(s)2017-12-31$62,249
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$1,995,694
2016 : DR. JAMES L. DAVIS PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$177,855
Expenses. Total of all expenses incurred2016-12-31$15,000
Benefits paid (including direct rollovers)2016-12-31$15,000
Total plan assets at end of year2016-12-31$1,681,877
Total plan assets at beginning of year2016-12-31$1,519,022
Value of fidelity bond covering the plan2016-12-31$100,000
Other income received2016-12-31$112,110
Net income (gross income less expenses)2016-12-31$162,855
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,681,877
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,519,022
Total contributions received or receivable from employer(s)2016-12-31$65,745
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$15,000
2015 : DR. JAMES L. DAVIS PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$58,076
Expenses. Total of all expenses incurred2015-12-31$42,315
Benefits paid (including direct rollovers)2015-12-31$42,315
Total plan assets at end of year2015-12-31$1,519,022
Total plan assets at beginning of year2015-12-31$1,503,261
Value of fidelity bond covering the plan2015-12-31$10,000
Other income received2015-12-31$-6,199
Net income (gross income less expenses)2015-12-31$15,761
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,519,022
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,503,261
Total contributions received or receivable from employer(s)2015-12-31$64,275
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$42,315
2014 : DR. JAMES L. DAVIS PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$142,137
Total plan assets at end of year2014-12-31$1,503,261
Total plan assets at beginning of year2014-12-31$1,361,124
Value of fidelity bond covering the plan2014-12-31$10,000
Other income received2014-12-31$76,944
Net income (gross income less expenses)2014-12-31$142,137
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,503,261
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,361,124
Total contributions received or receivable from employer(s)2014-12-31$65,193
2013 : DR. JAMES L. DAVIS PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$125,855
Expenses. Total of all expenses incurred2013-12-31$8,168
Total plan assets at end of year2013-12-31$1,361,124
Total plan assets at beginning of year2013-12-31$1,243,437
Value of fidelity bond covering the plan2013-12-31$10,000
Expenses. Other expenses not covered elsewhere2013-12-31$8,168
Other income received2013-12-31$62,338
Net income (gross income less expenses)2013-12-31$117,687
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,361,124
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,243,437
Total contributions received or receivable from employer(s)2013-12-31$63,517
2012 : DR. JAMES L. DAVIS PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$177,403
Expenses. Total of all expenses incurred2012-12-31$9,284
Total plan assets at end of year2012-12-31$1,243,437
Total plan assets at beginning of year2012-12-31$1,075,318
Value of fidelity bond covering the plan2012-12-31$10,000
Expenses. Other expenses not covered elsewhere2012-12-31$9,284
Other income received2012-12-31$114,764
Net income (gross income less expenses)2012-12-31$168,119
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,243,437
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,075,318
Total contributions received or receivable from employer(s)2012-12-31$62,639
2011 : DR. JAMES L. DAVIS PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$79,372
Expenses. Total of all expenses incurred2011-12-31$30,804
Benefits paid (including direct rollovers)2011-12-31$22,882
Total plan assets at end of year2011-12-31$1,075,318
Total plan assets at beginning of year2011-12-31$1,026,750
Value of fidelity bond covering the plan2011-12-31$10,000
Expenses. Other expenses not covered elsewhere2011-12-31$7,922
Other income received2011-12-31$17,910
Net income (gross income less expenses)2011-12-31$48,568
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,075,318
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,026,750
Total contributions received or receivable from employer(s)2011-12-31$61,462
2010 : DR. JAMES L. DAVIS PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$126,813
Expenses. Total of all expenses incurred2010-12-31$7,391
Total plan assets at end of year2010-12-31$1,026,750
Total plan assets at beginning of year2010-12-31$907,328
Value of fidelity bond covering the plan2010-12-31$50,000
Expenses. Other expenses not covered elsewhere2010-12-31$7,391
Other income received2010-12-31$65,956
Net income (gross income less expenses)2010-12-31$119,422
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,026,750
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$907,328
Total contributions received or receivable from employer(s)2010-12-31$60,857

Form 5500 Responses for DR. JAMES L. DAVIS PROFIT SHARING PLAN

2017: DR. JAMES L. DAVIS PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DR. JAMES L. DAVIS PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DR. JAMES L. DAVIS PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DR. JAMES L. DAVIS PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DR. JAMES L. DAVIS PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DR. JAMES L. DAVIS PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DR. JAMES L. DAVIS PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DR. JAMES L. DAVIS PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DR. JAMES L. DAVIS PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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