DAVIS, DAVIS & DAVIS ATTORNEYS PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC
401k plan membership statisitcs for PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC
Measure | Date | Value |
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2022: PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 7 |
Number of participants with account balances | 2022-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 11 |
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 | 0 |
Total of all active and inactive participants | 2021-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 11 |
Number of participants with account balances | 2021-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 11 |
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 | 0 |
Total of all active and inactive participants | 2020-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 11 |
Number of participants with account balances | 2020-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
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 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 10 |
Number of participants with account balances | 2019-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
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 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 8 |
Number of participants with account balances | 2018-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 7 |
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 | 0 |
Total of all active and inactive participants | 2017-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 7 |
Number of participants with account balances | 2017-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 7 |
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 | 0 |
Total of all active and inactive participants | 2016-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 7 |
Number of participants with account balances | 2016-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 7 |
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 | 0 |
Total of all active and inactive participants | 2015-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 7 |
Number of participants with account balances | 2015-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2014 401k membership |
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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 | 7 |
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 | 0 |
Total of all active and inactive participants | 2014-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 7 |
Number of participants with account balances | 2014-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2013 401k membership |
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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 | 7 |
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 | 0 |
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 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 7 |
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 | 0 |
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 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
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 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 7 |
Number of participants with account balances | 2011-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 8 |
Number of participants with account balances | 2010-01-01 | 8 |
Measure | Date | Value |
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2022 : PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-144,780 |
Expenses. Total of all expenses incurred | 2022-12-31 | $148,361 |
Benefits paid (including direct rollovers) | 2022-12-31 | $148,361 |
Total plan assets at end of year | 2022-12-31 | $870,099 |
Total plan assets at beginning of year | 2022-12-31 | $1,163,240 |
Value of fidelity bond covering the plan | 2022-12-31 | $95,000 |
Other income received | 2022-12-31 | $-163,780 |
Net income (gross income less expenses) | 2022-12-31 | $-293,141 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $870,099 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,163,240 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $19,000 |
2021 : PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $165,704 |
Expenses. Total of all expenses incurred | 2021-12-31 | $12,500 |
Benefits paid (including direct rollovers) | 2021-12-31 | $12,500 |
Total plan assets at end of year | 2021-12-31 | $1,163,240 |
Total plan assets at beginning of year | 2021-12-31 | $1,010,036 |
Value of fidelity bond covering the plan | 2021-12-31 | $120,000 |
Other income received | 2021-12-31 | $145,704 |
Net income (gross income less expenses) | 2021-12-31 | $153,204 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,163,240 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,010,036 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $20,000 |
2020 : PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $81,205 |
Expenses. Total of all expenses incurred | 2020-12-31 | $13,209 |
Benefits paid (including direct rollovers) | 2020-12-31 | $13,209 |
Total plan assets at end of year | 2020-12-31 | $1,010,036 |
Total plan assets at beginning of year | 2020-12-31 | $942,040 |
Value of fidelity bond covering the plan | 2020-12-31 | $120,000 |
Other income received | 2020-12-31 | $61,205 |
Net income (gross income less expenses) | 2020-12-31 | $67,996 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,010,036 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $942,040 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $20,000 |
2019 : PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $228,119 |
Expenses. Total of all expenses incurred | 2019-12-31 | $12,500 |
Benefits paid (including direct rollovers) | 2019-12-31 | $12,500 |
Total plan assets at end of year | 2019-12-31 | $942,040 |
Total plan assets at beginning of year | 2019-12-31 | $726,421 |
Value of fidelity bond covering the plan | 2019-12-31 | $110,000 |
Other income received | 2019-12-31 | $203,119 |
Net income (gross income less expenses) | 2019-12-31 | $215,619 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $942,040 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $726,421 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $25,000 |
2018 : PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-68,525 |
Expenses. Total of all expenses incurred | 2018-12-31 | $14,500 |
Benefits paid (including direct rollovers) | 2018-12-31 | $14,500 |
Total plan assets at end of year | 2018-12-31 | $726,421 |
Total plan assets at beginning of year | 2018-12-31 | $809,446 |
Value of fidelity bond covering the plan | 2018-12-31 | $100,000 |
Other income received | 2018-12-31 | $-90,525 |
Net income (gross income less expenses) | 2018-12-31 | $-83,025 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $726,421 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $809,446 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $22,000 |
2017 : PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $118,681 |
Expenses. Total of all expenses incurred | 2017-12-31 | $13,000 |
Benefits paid (including direct rollovers) | 2017-12-31 | $13,000 |
Total plan assets at end of year | 2017-12-31 | $809,446 |
Total plan assets at beginning of year | 2017-12-31 | $703,765 |
Value of fidelity bond covering the plan | 2017-12-31 | $100,000 |
Other income received | 2017-12-31 | $85,681 |
Net income (gross income less expenses) | 2017-12-31 | $105,681 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $809,446 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $703,765 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $33,000 |
2016 : PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $114,998 |
Expenses. Total of all expenses incurred | 2016-12-31 | $11,500 |
Benefits paid (including direct rollovers) | 2016-12-31 | $11,500 |
Total plan assets at end of year | 2016-12-31 | $703,765 |
Total plan assets at beginning of year | 2016-12-31 | $600,267 |
Value of fidelity bond covering the plan | 2016-12-31 | $80,000 |
Other income received | 2016-12-31 | $87,623 |
Net income (gross income less expenses) | 2016-12-31 | $103,498 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $703,765 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $600,267 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $27,375 |
2015 : PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $-3,405 |
Expenses. Total of all expenses incurred | 2015-12-31 | $13,000 |
Benefits paid (including direct rollovers) | 2015-12-31 | $13,000 |
Total plan assets at end of year | 2015-12-31 | $600,267 |
Total plan assets at beginning of year | 2015-12-31 | $616,672 |
Value of fidelity bond covering the plan | 2015-12-31 | $70,000 |
Other income received | 2015-12-31 | $-23,405 |
Net income (gross income less expenses) | 2015-12-31 | $-16,405 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $600,267 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $616,672 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $20,000 |
2014 : PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $71,068 |
Expenses. Total of all expenses incurred | 2014-12-31 | $11,000 |
Benefits paid (including direct rollovers) | 2014-12-31 | $11,000 |
Total plan assets at end of year | 2014-12-31 | $616,672 |
Total plan assets at beginning of year | 2014-12-31 | $556,604 |
Value of fidelity bond covering the plan | 2014-12-31 | $70,000 |
Other income received | 2014-12-31 | $51,068 |
Net income (gross income less expenses) | 2014-12-31 | $60,068 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $616,672 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $556,604 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $20,000 |
2013 : PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $160,433 |
Expenses. Total of all expenses incurred | 2013-12-31 | $8,500 |
Benefits paid (including direct rollovers) | 2013-12-31 | $8,500 |
Total plan assets at end of year | 2013-12-31 | $556,604 |
Total plan assets at beginning of year | 2013-12-31 | $404,671 |
Value of fidelity bond covering the plan | 2013-12-31 | $65,000 |
Other income received | 2013-12-31 | $142,933 |
Net income (gross income less expenses) | 2013-12-31 | $151,933 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $556,604 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $404,671 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $17,500 |
2012 : PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $67,177 |
Expenses. Total of all expenses incurred | 2012-12-31 | $28,301 |
Benefits paid (including direct rollovers) | 2012-12-31 | $28,301 |
Total plan assets at end of year | 2012-12-31 | $404,671 |
Total plan assets at beginning of year | 2012-12-31 | $365,795 |
Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
Other income received | 2012-12-31 | $57,177 |
Net income (gross income less expenses) | 2012-12-31 | $38,876 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $404,671 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $365,795 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $10,000 |
2011 : PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $-28,579 |
Expenses. Total of all expenses incurred | 2011-12-31 | $17,508 |
Benefits paid (including direct rollovers) | 2011-12-31 | $17,508 |
Total plan assets at end of year | 2011-12-31 | $365,795 |
Total plan assets at beginning of year | 2011-12-31 | $411,882 |
Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
Other income received | 2011-12-31 | $-48,579 |
Net income (gross income less expenses) | 2011-12-31 | $-46,087 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $365,795 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $411,882 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $20,000 |
2010 : PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $72,393 |
Expenses. Total of all expenses incurred | 2010-12-31 | $13,721 |
Benefits paid (including direct rollovers) | 2010-12-31 | $13,721 |
Total plan assets at end of year | 2010-12-31 | $411,882 |
Total plan assets at beginning of year | 2010-12-31 | $353,210 |
Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
Other income received | 2010-12-31 | $42,393 |
Net income (gross income less expenses) | 2010-12-31 | $58,672 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $411,882 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $353,210 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $30,000 |