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M. DAVIS GROUP, LLC 401K RETIREMENT PLAN 401k Plan overview

Plan NameM. DAVIS GROUP, LLC 401K RETIREMENT PLAN
Plan identification number 001

M. DAVIS GROUP, LLC 401K RETIREMENT 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).
  • Target benefit plan
  • Profit-sharing
  • 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.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

M. DAVIS GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:M. DAVIS GROUP, LLC
Employer identification number (EIN):371561815
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan M. DAVIS GROUP, LLC 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01HARRY DAVIS2024-10-15 HARRY DAVIS2024-10-15
0012022-01-01HARRY DAVIS2023-10-03 HARRY DAVIS2023-10-03
0012021-01-01HARRY DAVIS2022-10-07 HARRY DAVIS2022-10-07
0012020-01-01HARRY DAVIS2021-10-11 HARRY DAVIS2021-10-11
0012019-01-01HARRY DAVIS2020-09-28 HARRY DAVIS2020-09-28
0012018-01-01HARRY DAVIS2019-07-08 HARRY DAVIS2019-07-08
0012017-01-01HARRY DAVIS2018-07-16 HARRY DAVIS2018-07-16
0012016-01-01KATE DAVIS BOOKER2017-10-13 KATE DAVIS BOOKER2017-10-13
0012015-01-01KATE DAVIS BOOKER2016-09-13 KATE DAVIS BOOKER2016-09-13
0012014-01-01KATE DAVIS BOOKER2015-10-13 KATE DAVIS BOOKER2015-10-13
0012013-01-01KATE DAVIS BOOKER2014-09-24 KATE DAVIS BOOKER2014-09-24
0012012-01-01KATE C. DAVIS2013-09-13 KATE C. DAVIS2013-09-13
0012011-01-01KATE C. DAVIS2012-08-08 KATE C. DAVIS2012-08-08
0012010-01-01KATE C. DAVIS2011-07-22 KATE C. DAVIS2011-07-22

Financial Data on M. DAVIS GROUP, LLC 401K RETIREMENT PLAN

Measure Date Value
2025 : M. DAVIS GROUP, LLC 401K RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-1022882
Net assets as of the end of the plan year2025-10-103165152
Total assets as of the beginning of the plan year2025-10-102835587
Value of plan covered by a fidelity bond2025-10-105000
Participant contributions to plan in this plan year2025-10-1041065
Other income to plan in this plan year2025-10-10293616
Plan net income in this plan year2025-10-10329565
Net assets as of the end of the plan year2025-10-103165152
Net assets as of the beginning of the plan year2025-10-102835587
Employer contributions to plan in this plan year2025-10-1017766
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1022882
2024 : M. DAVIS GROUP, LLC 401K RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-1519687
Net assets as of the end of the plan year2024-10-152835587
Total assets as of the beginning of the plan year2024-10-152437644
Value of plan covered by a fidelity bond2024-10-15300000
Participant contributions to plan in this plan year2024-10-1539675
Other income to plan in this plan year2024-10-15361175
Plan net income in this plan year2024-10-15397943
Net assets as of the end of the plan year2024-10-152835587
Net assets as of the beginning of the plan year2024-10-152437644
Employer contributions to plan in this plan year2024-10-1516780
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1519687
2022 : M. DAVIS GROUP, LLC 401K RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-0722134
Net assets as of the end of the plan year2022-10-073145662
Total assets as of the beginning of the plan year2022-10-072746230
Value of plan covered by a fidelity bond2022-10-07300000
Participant contributions to plan in this plan year2022-10-0736240
Other income to plan in this plan year2022-10-07366161
Plan net income in this plan year2022-10-07399432
Net assets as of the end of the plan year2022-10-073145662
Net assets as of the beginning of the plan year2022-10-072746230
Employer contributions to plan in this plan year2022-10-0719165
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-0722134

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