401k Plan data: DAVIDSON & GARRARD, INC. 401(K) PROFIT SHARING PLAN AND TRUST plan

DAVIDSON & GARRARD, INC. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	DAVIDSON & GARRARD, INC. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	001

DAVIDSON & GARRARD, INC. 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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

DAVIDSON & GARRARD, INC. has sponsored the creation of one or more 401k plans.

Company Name: DAVIDSON & GARRARD, INC.

Employer identification number (EIN): 541372516

NAIC Classification: 523900

Additional information about DAVIDSON & GARRARD, INC.

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 1986-06-25

Company Identification Number: 0289066

Legal Registered Office Address: 810 MAIN ST PO BOX 939
828 MAIN ST 19TH FL
LYNCHBURG
United States of America (USA)
24505

More information about DAVIDSON & GARRARD, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVIDSON & GARRARD, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 JOHN FLIPPIN 2018-01-04
001 2016-01-01 JOHN FLIPPIN 2017-04-27
001 2015-01-01 JOHN FLIPPIN 2016-06-29
001 2014-01-01 TOM PETTYJOHN 2015-07-28
001 2013-01-01 TOM PETTYJOHN 2014-07-16
001 2012-01-01 TOM PETTYJOHN 2013-04-22
001 2011-01-01 TOM PETTYJOHN 2012-07-17
001 2010-01-01 TOM PETTYJOHN 2011-05-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2017-01-01	JOHN FLIPPIN	2018-01-04
001	2016-01-01	JOHN FLIPPIN	2017-04-27
001	2015-01-01	JOHN FLIPPIN	2016-06-29
001	2014-01-01	TOM PETTYJOHN	2015-07-28
001	2013-01-01	TOM PETTYJOHN	2014-07-16
001	2012-01-01	TOM PETTYJOHN	2013-04-22
001	2011-01-01	TOM PETTYJOHN	2012-07-17
001	2010-01-01	TOM PETTYJOHN	2011-05-13

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Company Name:	DAVIDSON & GARRARD, INC.
Employer identification number (EIN):	541372516
NAIC Classification:	523900

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	1986-06-25
Company Identification Number:	0289066
Legal Registered Office Address:	810 MAIN ST PO BOX 939 828 MAIN ST 19TH FL LYNCHBURG United States of America (USA) 24505