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PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 401k Plan overview

Plan NamePROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC
Plan identification number 001

PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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, DAVIS & DAVIS ATTORNEYS PC has sponsored the creation of one or more 401k plans.

Company Name:DAVIS, DAVIS & DAVIS ATTORNEYS PC
Employer identification number (EIN):540943184
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01BEVERLY DAVIS
0012023-01-01
0012023-01-01BEVERLY DAVIS
0012022-01-01
0012022-01-01BEVERLY DAVIS
0012021-01-01
0012021-01-01BEVERLY DAVIS
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RICHARD W. DAVIS SR. RICHARD W. DAVIS SR2018-10-04
0012016-01-01RICHARD W. DAVIS SR. RICHARD W. DAVIS SR2017-09-12
0012015-01-01RICHARD W. DAVIS SR. RICHARD W. DAVIS SR2016-09-14
0012014-01-01RICHARD W. DAVIS SR. RICHARD W. DAVIS SR2015-08-13
0012013-01-01RICHARD W. DAVIS SR. RICHARD W. DAVIS SR2014-09-04
0012012-01-01RICHARD W. DAVIS SR. RICHARD W. DAVIS SR2013-09-11
0012011-01-01RICHARD W. DAVIS SR. RICHARD W. DAVIS SR2012-08-06
0012010-01-01RICHARD W. DAVIS SR. RICHARD W. DAVIS SR2011-09-13

Financial Data on PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC

Measure Date Value
2023 : PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2023 401k financial data
Total income from all sources2023-12-31$218,859
Expenses. Total of all expenses incurred2023-12-31$1,700
Benefits paid (including direct rollovers)2023-12-31$1,700
Total plan assets at end of year2023-12-31$1,087,258
Total plan assets at beginning of year2023-12-31$870,099
Value of fidelity bond covering the plan2023-12-31$125,000
Other income received2023-12-31$195,459
Net income (gross income less expenses)2023-12-31$217,159
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,087,258
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$870,099
Total contributions received or receivable from employer(s)2023-12-31$23,400
2022 : PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2022 401k financial data
Total income from all sources2022-12-31$-144,780
Expenses. Total of all expenses incurred2022-12-31$148,361
Benefits paid (including direct rollovers)2022-12-31$148,361
Total plan assets at end of year2022-12-31$870,099
Total plan assets at beginning of year2022-12-31$1,163,240
Value of fidelity bond covering the plan2022-12-31$95,000
Other income received2022-12-31$-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
Total income from all sources2021-12-31$165,704
Expenses. Total of all expenses incurred2021-12-31$12,500
Benefits paid (including direct rollovers)2021-12-31$12,500
Total plan assets at end of year2021-12-31$1,163,240
Total plan assets at beginning of year2021-12-31$1,010,036
Value of fidelity bond covering the plan2021-12-31$120,000
Other income received2021-12-31$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
Total income from all sources2020-12-31$81,205
Expenses. Total of all expenses incurred2020-12-31$13,209
Benefits paid (including direct rollovers)2020-12-31$13,209
Total plan assets at end of year2020-12-31$1,010,036
Total plan assets at beginning of year2020-12-31$942,040
Value of fidelity bond covering the plan2020-12-31$120,000
Other income received2020-12-31$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
Total income from all sources2019-12-31$228,119
Expenses. Total of all expenses incurred2019-12-31$12,500
Benefits paid (including direct rollovers)2019-12-31$12,500
Total plan assets at end of year2019-12-31$942,040
Total plan assets at beginning of year2019-12-31$726,421
Value of fidelity bond covering the plan2019-12-31$110,000
Other income received2019-12-31$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$25,000
2018 : PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2018 401k financial data
Total income from all sources2018-12-31$-68,525
Expenses. Total of all expenses incurred2018-12-31$14,500
Benefits paid (including direct rollovers)2018-12-31$14,500
Total plan assets at end of year2018-12-31$726,421
Total plan assets at beginning of year2018-12-31$809,446
Value of fidelity bond covering the plan2018-12-31$100,000
Other income received2018-12-31$-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
Total income from all sources2017-12-31$118,681
Expenses. Total of all expenses incurred2017-12-31$13,000
Benefits paid (including direct rollovers)2017-12-31$13,000
Total plan assets at end of year2017-12-31$809,446
Total plan assets at beginning of year2017-12-31$703,765
Value of fidelity bond covering the plan2017-12-31$100,000
Other income received2017-12-31$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
Total income from all sources2016-12-31$114,998
Expenses. Total of all expenses incurred2016-12-31$11,500
Benefits paid (including direct rollovers)2016-12-31$11,500
Total plan assets at end of year2016-12-31$703,765
Total plan assets at beginning of year2016-12-31$600,267
Value of fidelity bond covering the plan2016-12-31$80,000
Other income received2016-12-31$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$27,375
2015 : PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2015 401k financial data
Total income from all sources2015-12-31$-3,405
Expenses. Total of all expenses incurred2015-12-31$13,000
Benefits paid (including direct rollovers)2015-12-31$13,000
Total plan assets at end of year2015-12-31$600,267
Total plan assets at beginning of year2015-12-31$616,672
Value of fidelity bond covering the plan2015-12-31$70,000
Other income received2015-12-31$-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
Total income from all sources2014-12-31$71,068
Expenses. Total of all expenses incurred2014-12-31$11,000
Benefits paid (including direct rollovers)2014-12-31$11,000
Total plan assets at end of year2014-12-31$616,672
Total plan assets at beginning of year2014-12-31$556,604
Value of fidelity bond covering the plan2014-12-31$70,000
Other income received2014-12-31$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
Total income from all sources2013-12-31$160,433
Expenses. Total of all expenses incurred2013-12-31$8,500
Benefits paid (including direct rollovers)2013-12-31$8,500
Total plan assets at end of year2013-12-31$556,604
Total plan assets at beginning of year2013-12-31$404,671
Value of fidelity bond covering the plan2013-12-31$65,000
Other income received2013-12-31$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
Total income from all sources2012-12-31$67,177
Expenses. Total of all expenses incurred2012-12-31$28,301
Benefits paid (including direct rollovers)2012-12-31$28,301
Total plan assets at end of year2012-12-31$404,671
Total plan assets at beginning of year2012-12-31$365,795
Value of fidelity bond covering the plan2012-12-31$50,000
Other income received2012-12-31$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$10,000
2011 : PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2011 401k financial data
Total income from all sources2011-12-31$-28,579
Expenses. Total of all expenses incurred2011-12-31$17,508
Benefits paid (including direct rollovers)2011-12-31$17,508
Total plan assets at end of year2011-12-31$365,795
Total plan assets at beginning of year2011-12-31$411,882
Value of fidelity bond covering the plan2011-12-31$50,000
Other income received2011-12-31$-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
Total income from all sources2010-12-31$72,393
Expenses. Total of all expenses incurred2010-12-31$13,721
Benefits paid (including direct rollovers)2010-12-31$13,721
Total plan assets at end of year2010-12-31$411,882
Total plan assets at beginning of year2010-12-31$353,210
Value of fidelity bond covering the plan2010-12-31$50,000
Other income received2010-12-31$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

Form 5500 Responses for PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC

2023: PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 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: PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 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: PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 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: PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 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: PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 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: PROFIT SHARING RETIREMENT PLAN OF DAVIS, DAVIS & DAVIS ATTORNEYS PC 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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