THE DAVID FIRM has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE DAVID FIRM PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : THE DAVID FIRM PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-09-22 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-22 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-22 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-22 | 978439 |
| Net assets as of the end of the plan year | 2025-09-22 | 0 |
| Total assets as of the beginning of the plan year | 2025-09-22 | 880650 |
| Value of plan covered by a fidelity bond | 2025-09-22 | 250000 |
| Participant contributions to plan in this plan year | 2025-09-22 | 0 |
| Other expenses paid from plan in this plan year | 2025-09-22 | 0 |
| Other contributions to plan in this plan year | 2025-09-22 | 0 |
| Other income to plan in this plan year | 2025-09-22 | 97789 |
| Plan net income in this plan year | 2025-09-22 | -880650 |
| Net assets as of the end of the plan year | 2025-09-22 | 0 |
| Net assets as of the beginning of the plan year | 2025-09-22 | 880650 |
| Employer contributions to plan in this plan year | 2025-09-22 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-22 | 3864 |
| 2024 : THE DAVID FIRM PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-25 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-25 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-25 | 4871 |
| Net assets as of the end of the plan year | 2024-07-25 | 880650 |
| Total assets as of the beginning of the plan year | 2024-07-25 | 738986 |
| Value of plan covered by a fidelity bond | 2024-07-25 | 250000 |
| Participant contributions to plan in this plan year | 2024-07-25 | 0 |
| Other expenses paid from plan in this plan year | 2024-07-25 | 0 |
| Other contributions to plan in this plan year | 2024-07-25 | 0 |
| Other income to plan in this plan year | 2024-07-25 | 119054 |
| Plan net income in this plan year | 2024-07-25 | 141664 |
| Net assets as of the end of the plan year | 2024-07-25 | 880650 |
| Net assets as of the beginning of the plan year | 2024-07-25 | 738986 |
| Employer contributions to plan in this plan year | 2024-07-25 | 27481 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-25 | 4871 |
| 2022 : THE DAVID FIRM PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-05-09 | 0 |
| Total liabilities as of the end of the plan year | 2022-05-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-05-09 | 0 |
| Total expenses incurred by plan in this plan year | 2022-05-09 | 4529 |
| Net assets as of the end of the plan year | 2022-05-09 | 791050 |
| Total assets as of the beginning of the plan year | 2022-05-09 | 610206 |
| Value of plan covered by a fidelity bond | 2022-05-09 | 250000 |
| Participant contributions to plan in this plan year | 2022-05-09 | 0 |
| Other expenses paid from plan in this plan year | 2022-05-09 | 0 |
| Other contributions to plan in this plan year | 2022-05-09 | 0 |
| Other income to plan in this plan year | 2022-05-09 | 119101 |
| Plan net income in this plan year | 2022-05-09 | 180844 |
| Net assets as of the end of the plan year | 2022-05-09 | 791050 |
| Net assets as of the beginning of the plan year | 2022-05-09 | 610206 |
| Employer contributions to plan in this plan year | 2022-05-09 | 66272 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-09 | 4529 |
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